filter records, before/after problem
I am using a portal to display client expenses, would like to include only those "unpaid", but then mark some "paid" as I bill clients for them. (I don't want to charge a client twice for the same expense.)
I've looked around and don't think I want to make the paid expenses inactive (I'd still like them to appear in a search, but be marked inactive).
In a nutshell I think I want to have: "Display this record on this layout, but when x occurs, don't display it on this layout again." I am using these in a calculation of "total expenses" (being the total amount the client should be charged), so I'd like "paid" expenses not to appear in that total, too.
I do need the ability to search back through charged expenses, however, in case at some point in the future there's a question about a charge.
Does that make sense?
Is this just a portal filter? Do I need a script? Any help in the right direction would be appreciated.