My database includes separate fields for (each) Quarterly Payment Due and Quarterly Payment Amount Paid. I also have fields for YTD Due, YTD Amount Paid and Balance Due for each client record.
I have included the formulas for the YTD and Balance Due fields. In my test record they work fine. However, all client records show the YTD and Balance Due for the test record and not for the individual clients’ records. How do I fix that?
I’m having the same problem when creating a Client Report which should show each client, their YTD Due Amount, their YTD Amount Paid and Balance Due. How do I fix that?
As always, I appreciate any advice you may provide. Thank you.