Trying to do the same/similar...

[royalpark]

I am modifying the FMP Starter Solution: Expense Report. On the Expenses tab, I want to add a field, "HOW PAID" to allow a "C" or "R" entry. I am looking at adding this field in the portal to the left of the expense amount for each day of the week in the Expense Report.

At the bottom where the starter solution shows "TOTAL EXPENSES", I want to break out the total of "C" and the total of "R" expenses then have a grand total of both "C" + "R" expenses for the week.

What I can't get is how to total only "C" or "R" expenses in the portal totals.

Also, I want to add a maintenence reminder that looks in the EXPENSES for the newest date an expense for OIL CHANGE was entered so a reminder will dispay on the layout. How do I look at portal records to constantly look for an oldest date and compare that to todays date to set a remiinder to display at 90 days? I also need this functionality to look at mileage for the last expense for oil change and display the reminder after 5,000 miles have been traveled (I have a mileage tab where "trips" are entered) if the date check isn't triggered. In other words, I want to look at the expense field for EITHER more than 90 days ago or more than 5,000 miles ago to display a warning message to perform an oil change.

I hope I'm making sense.

Thanks in advance for any assistance offered.