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Chart of accounts

Question asked by synergy46 on Apr 19, 2009
Latest reply on Apr 19, 2009 by synergy46

Title

Chart of accounts

Post

I have an accounting background but have just a little experience with FM.

 

I am using FM 10 ADV.

 

I have a Membership database and need to setup a chart of accounts to track member payments of dues and contributions.

 

So, I have these tables:

 

Members:

   MemberID.pk

   LastName

    etc

 

MemberTransactions:  (A Join Table)

   MemberID.fk

   AcctID.fk

 

Accounts:

    AcctID.PK

    Num  (Account Number)

    Description

    Category  (Contribution, Dues, Assessment etc)

 

The above works but setting up a layout with Members as it's basis and a portal based on Accounts produces an Accounts listing that reflects each Members history of activity.    This is fine for a Member's history but it seems that I should have a table that has one record for each account NUM?? Yes??

 

Do you have any ideas on how I can do this?

 

Thanks

 

 

 

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