I have a file that I get from another system. A client can have 2 associated records – one for debits and one for credits. When running a total report, my numbers double because the credit and debit are there twice (sorta hard to explain this process). Anyway, I need to count it only once.
I thought about merging the two records to make one…apparently I did not know what I was doing because it did not work. Is there a way, on a report, to only add one record before it moves to another person.
attached is a spreadsheet that shows how the data in imported. My report is very similar…. I would like to either get one record per client or read a record, then skip and then next person. A catch here is that I have some people who only have a charge not a payment. So they only have one record.
