I want to achieve a accounting journal entry format in my pdf attachment in my bot. It is possible? Please see attached image for reference.
Yes, check this app for transactions. It will create DEBIT and CREDIT records per accounts.
From there it should be easy to create the template.
can i see your template? thanks
You need a Months table [id], [year], [month], [label]=CONCATENATE([year],“-”,[month])
Then Transactions table [id], [month_id], [date], [particulars], [ref], [credit], [debit]
The purpose of the months table is to group transactions by month and to have the transactions as children records.
Then you can run the bot on the months table.
If you want custom date range then I guess you could run them by year and then filter, but back to the actual template, with this structure:
The whole idea is that you transactions have to be children records of some record (month, year, bank, something) and run the bot on that parent table.
great. but i was worrying about the indent of my particulars with credit should not be aligned with credit particulars
For different indent add another column [particular_indent] and use that one in the template
IF(ISBLANK([debit]),CONCATENATE("_ ",[particular]),[particular])
This way credit has an indent and debit doesn’t .
Add the _ before the space just to make sure the space will always 100% sure be applied.
Normally, no need for it, but a small inconvenient for a safer solution.
Have you user the underscore at the beginning of the string? "_ “&”[particular]
If so, try using _ at both ends “_ _”
This way the space cannot be ignored regardless of the setup.
CAN YOU SHARE ME YOUR APP FOR REF
Consider inserting an empty 1x1 table of the desired width, wrapped in <>/<>, to only be included when appropriate.
