Finance Tab fixes
active
Total logged
19h 30m
Uninvoiced
0h 0m
Entries
13
Invoices
0
Time by team member
| Team member | Entries | Hours |
|---|---|---|
| Caleb Harvey | 13 | 19h 30m |
Recent time entries
Last 13
| Date | Description | Who | Duration | Status |
|---|---|---|---|---|
| 15 July 2024 | Period Total for Financials - Create new fields on the application table linking to the financial data - Set the period starting as the start of the renewal/tenement and the ending as the expiry date - Search for all financial records that fall between these dates and add together the total of their minimum commitment - Store this data in the Total Minimum Commitment field on the application table - DO the same process for the Actual Expenditure - Test creating records across all different dates and see the total fields updating correctly - Success | Caleb Harvey | 2h 30m | invoiced |
| 15 July 2024 | Add age to Financial tab - Create a new field on the finance table called Age - Add a case calculation to the field - If the period ending is empty do not apply a calculation - If the age field has data in it, leave as entered - If the state is not Victoria, minus the granted date year from the period starting year and add 1 so the first year is 1 second is 2 etc - For Victoria only add the current years date as per the tenement - Test on test tenement with success | Caleb Harvey | 1h 15m | invoiced |
| 11 Apr 2024 | Adding Financial Line table back into finance tab - Going to old layout showing the financial data related to the tenement - Copying the table and pasting it into the current layout for tenements in the financial tab - Testing on a test tenement to ensure the amounts come through to there correctly - Success | Caleb Harvey | 0h 45m | invoiced |
| 17 Jan 2024 | Missing Financial Table - Testing and researching causes for data not showing - Adding in a table with no hides to see if simple format fixes - Data still unable to be seen - Fixed by restarting FileMaker, keep in mind for future issues | Caleb Harvey | 1h 30m | invoiced |
| 16 Jan 2024 | Rent Calculations for Next Year Incorrect - Updating tenement and financial data to see where issue is arrising - Checking tenement configuration to look at the calculation for what the rent should be - Checking the back end relationships to see the difference between this year and next years rent - Relationship on rent for next year was sorting the rent calculation years from smallest to largest. - Updated to change order and pull from oldest date. - Resolved. | Caleb Harvey | 1h 45m | invoiced |
| 20 Dec 2023 | Pull the calculation for rent + admin fee through to the rent field in financial tab - Add an action field on the financial table Called ACTION Current to equal as 1 if the current date is within its period start and end - Match this field, tenement ID and the application tables Action Current to create a relationship between Application and Financial tables - Use this relationship to add a do not replace calculation onto the rent field in the financial table that pulls through the applications rent + admin fee into the financial rent field if the application state is NSW - Add a script trigger on the security field to update the financial records when exiting or changing the field which will kick this calculation to pull through | Caleb Harvey | 2h 0m | invoiced |
| 16 Nov 2023 | Finance Export Not Showing Correct Dollar Value Formatting - Went into the export script to see the formatting of the dollar entry fields - Saw that it was just exporting the raw number with no format on either dollar value column - Removed the substitution of commas out of the value substitution and ran this result for both columns through a "Currency" function that places a "$" before and commas in the correct places - Exported the report again with the columns now formatting correctly | Caleb Harvey | 0h 45m | invoiced |
| 12 Oct 2023 | Scroll Bar hard to see in portal - Went to the tenement finance tab - Changed the portal options to display the scroll bar at all times - Adjusted the fields across one snap to make room for the scroll bar | Caleb Harvey | 0h 15m | invoiced |
| 5 Oct 2023 | Commitment data not what was expected - Checked the tenement numbers stated by Caroline - Numbers weren't pulling through as the commitment finance records were from the year period before - I explained this to Caroline who said the data for WA should be displayed from the previous year - Awaiting contact from Anita to action a plan forward - Conversation with Anita regarding commitment data - Sent Anita a list of tenements without financial records | Caleb Harvey | 2h 15m | invoiced |
| 19 Sept 2023 | Display correct commitment data in tenement register and tenement list - In the directory back end, change the JSON field to pull the current_Covenant from the calculated field instead of the free entry one - Update all directory records to correct their JSON records - Test run the tenement list - With data pulling through correctly, go into the report type table and change the heading of the commitment to Current Commitment - Update all report records with this type attached - In the layout for the tenement register report, change the commitment field to pull from the calculation - Relabel the heading to say Current Commitment - Test run all areas with commitment to ensure it is using the correct data | Caleb Harvey | 1h 30m | invoiced |
| 19 Sept 2023 | Change display on tenement details to show this year and next years commitment - Create a new field in application to store next years commitment - Create a new global field in application to store the end of next years date - Make a new relationship between financial table and application table to match the directory ID's and match dates for the following year of financial records - Change the calculation in the field for next years financial data to pull from this new relationship - update all application records - Delete the entry field from the tenement details field and move the current years commitment to the left side and create a field on the layout for next years commitment on the right - Re label the heading appropriately | Caleb Harvey | 1h 30m | invoiced |
| 19 Sept 2023 | Create Finance Records From the Entry tenement commitment field - Find all directories with data in entry field and no linked financial record - Go to the related application records - Set the $IDList of the foundCount and he list of client contact ID's - go to the finance layout and start a loop - For each loop, create a record and set the field the directory field to the Application ID - create a temp relationship from ID to application ID for this script - Set the finance amount to the applications free entry field - Set the start date to the current period year with the month and day being the same as the granted day - set the end date as the start date plus a year minus one day - Set the type as expenditure - Set the ID to the applications ID reference - Commit the data and update all application records to pull through the new finance details | Caleb Harvey | 2h 30m | invoiced |
| 15 Sept 2023 | Adding Rent Column to Financial Tab - Creating new field Amount Rent in the financial table - Resizing the portal in the tenement details financial tab to fit the new field into - Set it as equal to the current rent in the directory - Ensure the field is editable - Add the field to the back end financial layout | Caleb Harvey | 1h 0m | invoiced |
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