"Payment & Expenses Schema Design" - FileMaker Open Q&A w/Richard Carlton (10.23.25)

LiveStream - 10.23.25 - "Payment & Expenses Schema Design" - FileMaker Open Q&A w/Richard Carlton - https://youtu.be/VJUJNPEhzc8

This is an excerpt from the October 23rd Q&A where Richard and Margaret fielded questions from the FileMaker Community. In this part Richard highlighted the complexity of managing multiple payments per expense and the need to track both outgoing payments and incoming payments from vendors, emphasizing that this requires careful organization of data across separate tables. Richard also discussed the process of handling payments and expenses in FileMaker, emphasizing the need for a system that can manage multiple payments against a single invoice or expense. He explained the importance of properly attaching payments to their respective invoices or expenses, even when payments do not fully cover the amount owed. Richard also touched on the use of portals and scripts to automate the workflow for adding and applying payments, and he demonstrated a basic example of this process in a test record.

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Видео "Payment & Expenses Schema Design" - FileMaker Open Q&A w/Richard Carlton (10.23.25) канала FileMaker Training Videos