Journal Entry - Moving Numbers between Debit and Credit

[jalizmaldonado]

Hi, I hope all is well. 

I'm currently in the process of moving a number that is in the debit column to the credit column so that I can then add the correct totals for debit and credit. 

To move the debit to credit, I created the following formula which didn't work. Not sure what I did incorrectly.

IF [G/L Categories] = "60200 Salaries & Benefit : Employee Benefits" THEN [Sum_Value] = [Credit] ELSE "" ENDIF

Then I tried to add the debit/credit column by using the Multi-Row Formula tool but I couldn't figure out how to add the entire column and provide me with a total amount on the bottom of the column. 

Please help. Also, if there are any formula how-to videos, please share.

  

 

[christine_assaad]

Hi @jalizmaldonado 

If I get this correctly, you need the credit column to show the sum_value if the [G/L Categories] = "60200 Salaries & Benefit : Employee Benefits". Correct?

If yes, you will need the formula of the credit column to say:

If [G/L Categories] = "60200 Salaries & Benefit : Employee Benefits" then [Sum_Value] else 0 endif

Let me know. Cheers!

[messi007]

@jalizmaldonado,

Please see below how you can do it:

Attached the workflow,

Hope this helps!

Regards,

[jalizmaldonado]

Hi Christine, I hope all is well. I receive an error when adding your proposed formula. 😥 

 @christine_assaad 

[jalizmaldonado]

Hi @messi007, I hope all is well.

I added your formulas and changes the data type from Double to BYTE but then the debit and credit column turned to all zeros.  

[messi007]

@jalizmaldonado,

Try to use tonumber()

If [G/L Categories] = "60200 Salaries & Benefit : Employee Benefits" then tonumber([Sum_Value]) else 0 endif

Regards

[messi007]

@jalizmaldonado,

Don't change the type to Byte keep them as double and it will work 🙂

Regards,

[jalizmaldonado]

Hi @messi007,  

I received the following error: 

Error: Formula (117): The formula "Credit" resulted in a string but the field is numeric. Use ToNumber(...) if this is correct. (Expression #1)

 

[messi007]

@jalizmaldonado,

Please use this:

if [G/L Categories] = "60200 Salaries & Benefit : Employee Benefits" then tonumber([Debit]) else 0 endif

Regards,

[jalizmaldonado]

@messi007 

I tried, if [G/L Categories] = "60200 Salaries & Benefit : Employee Benefits" then tonumber([Debit]) else 0 endif, but it didn't work so then I went back to your previous recommendation and it's still not working. 

I'm so sorry I'm so lost.