I am trying to wrap my brain around the best way to match up credits and debits. The issue is that the credit or paid amount sometimes is a total of another field named Amount. I first attempted using GetNth Record to Match the Amount to the previous record value for Paid out and this works fine but not quite what I am looking for.
What I want to do is have the MatchTest field display "Match" for each record where the Paid Out amount equals the sum total of a single or multiple sequential Amount value, so that all line items that do match up can be filtered out with a find omit MatchTest = "Match".
This way I can quickly catch if something is not adding up.
Would setting a variable like $paid = if (Type = "Payout" ; Paid Out; "") be the way to start?
Then some sort of loop to do the math on the next Nth number of records till the next time Type = "Payout"?
Any help getting me started in the right direction would be greatly appreciated!