Monthly bills grouped for quarterly payment - how to show only one quarter row?

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1

My app is a platform where companies report their monthly revenue and are charged a percentage of it, calculated monthly. But the companies receive quarterly invoices. I have setup the month rows, and column for quarter etc. I can calculate the quarter payment no worries.

What I can’t work out is how to only show one column per quarter. Because the company reports monthly, each month is a new row. So even if I show the Quarter-Year instead of month, I’m seeing three entries.

The monthly entries are a collection which shows each month after that date has passed today, it just opens an edit field (the row is created elsewhere when putting in the company’s projected revenue by month). Adding in projected revenue by quarter isn’t an option - we need to keep monthly.

Hoping there’s an easy thing I’m missing…

2

Solved it. Pretty embarrassing really: just have a checkbox column for the month at the end of the quarter so Mar, Jun, Sep, Dec are true and then filter collection by this column.

3

I feel like you are doing it manually right? Sounds like you need to have a month number in your monthly entry, then add an if-then-else column to return a checkbox when the number is 3, 6, 9 or 12.

4

no no, did as you suggest but if then with the month name instead of index. Thanks though, good to validate the approach!

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