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Account Interest and Payment Histories (Read 1568 times)

DButler Member Offline Posts: 4 Joined: Jul 6^th, 2009	Account Interest and Payment Histories Jul 6^th, 2009 at 7:35pm	Print Post
	I was wondering if anyone had tips on how to keep track of account balances and increasing interest, meanwhile keeping a record of the payment histories. Thanks! P.S> As of right now, I have one main form, for the debtor, and a subform accounts that is linked using keyword fields.


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The Cow YaBB Administrator Offline Posts: 2530 Joined: Nov 22^nd, 2002	Re: Account Interest and Payment Histories Reply #1 - Jul 7^th, 2009 at 9:17pm	Print Post
	Sounds like you are on your way. You may have to get more specific with your question to get much advice. When you say "linked" does that mean you are using relational rather than natural subrecord linking? If so, can the subs appear under more than one parent record?

	Mark Lasersohn&&Programmer&&Lantica Software, LLC
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DButler Member Offline Posts: 4 Joined: Jul 6^th, 2009	Re: Account Interest and Payment Histories Reply #2 - Jul 8^th, 2009 at 4:24pm	Print Post
	The accounts appear as a subform using relational linking. This was done because there is the potential for one account to have multiple debtors, and one debtor can have multiple accounts. When keeping track of the payment history I don't believe it is necessary to distinguish which debtor made the payment, but I do need to know: the date of the payment, when it was posted, the accrued interest at the time of payment, etc. Any advice?


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DButler Member Offline Posts: 4 Joined: Jul 6^th, 2009	Re: Account Interest and Payment Histories Reply #3 - Jul 8^th, 2009 at 4:27pm	Print Post
	Would using a dynamic array be the best solution?


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The Cow YaBB Administrator Offline Posts: 2530 Joined: Nov 22^nd, 2002	Re: Account Interest and Payment Histories Reply #4 - Jul 8^th, 2009 at 5:40pm	Print Post
	DButler wrote on Jul 8^th, 2009 at 4:27pm: Would using a dynamic array be the best solution? There are a lot of ways to skin the cat. I'd recommend that you use a method that you feel comfortable/familiar with. Get it working, and then start looking for other ways if you see a need for improvement.

	Mark Lasersohn&&Programmer&&Lantica Software, LLC
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Hammer YaBB Administrator Lanticans Offline Fire bad. Tree pretty. Posts: 3436 Location: Ohio Joined: Nov 22^nd, 2002	Re: Account Interest and Payment Histories Reply #5 - Jul 8^th, 2009 at 5:42pm	Print Post
	DButler wrote on Jul 8^th, 2009 at 4:24pm: The accounts appear as a subform using relational linking. �This was done because there is the potential for one account to have multiple debtors, and one debtor can have multiple accounts. �When keeping track of the payment history I don't believe it is necessary to distinguish which debtor made the payment, but I do need to know: the date of the payment, when it was posted, the accrued interest at the time of payment, etc. � Any advice? What part of that info is not showing in the account subrecords?

	- Hammer The plural of anecdote is not data.
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DButler Member Offline Posts: 4 Joined: Jul 6^th, 2009	Re: Account Interest and Payment Histories Reply #6 - Jul 8^th, 2009 at 6:02pm	Print Post
	the Account subform, shows up fine, it's determining the best way to approach keeping a payment history for an account, but I would also like to maintain the ability to search on a monthly basis for the account payments throughout the entire database.


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Hammer YaBB Administrator Lanticans Offline Fire bad. Tree pretty. Posts: 3436 Location: Ohio Joined: Nov 22^nd, 2002	Re: Account Interest and Payment Histories Reply #7 - Jul 9^th, 2009 at 1:09am	Print Post
	You can use the subrecord database/form standalone to work with the Accounts as a group. Just open the Accounts form and search by a date range to see and run reports on all the payments with those dates.

	- Hammer The plural of anecdote is not data.
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