I have some experience with Access and SQL but I'm new to Filemaker.

I have a layout which shows a list of projects. One of the fields I want it to show is "total amount of paid invoices for this project up to the end of the last financial year". The invoices are stored on another table so I will need to pick from this table all records where "project id" = "project id" (this is set up as a relationship between the tables) and also "invoice is paid" = yes AND "date invoice paid" < start of last financial year.

My question is how do I go about getting and showing that data? I can get a total easily enough, it's filtering out these specific rows that I'm having trouble with.

I'm assuming this is quite easy but that I'm missing something! Thanks in advance!

Is this really hard to do? Or is it so easy no one can be bothered to answer?

If the existing portal relationship does not have those 2 extra criteria, invoice paid "yes" AND Financial Year current -1 > Date Paid, then you need to build another relationship, and use that for the total.

You can add multiple criteria (lines) to a relationship (you may know that).

In Projects, for the Invoice Paid "yes", you'll need to create a "constant" field, calculation, result Text, can be unstored; with the single word, "yes".

Point that at Invoice_Paid in Invoices.

For the Year, you would create another calculation in Projects for the 1st date of your Financial Year. The operator would be < that date.