TeamDesk Blog

How to Calculate Running Balance

Given lines with amount (positive for income, negative for expenses) in a table called Money, you want to calculate running balance. What should you do?

First you have to define order for lines. Standard Date Create column TeamDesk generates for every table can suit your needs - old lines will appear on top, recent on bottom. If you plan to reorder the lines, you may need to create another, editable Timestamp column, let's call it Date.

Next, let's create many-to-many relation from Money table to self, and specify "Date Created < Date Created" match condition (or Date < Date, if you decided for custom timestamp). For any given record this relation will create the list of preceding records. Calculating a total on the amount column will result to opening balance. Adding the total (via formula column) will result to closing balance.

Simple, is not it?

Running Balance application from Application Library does one step beyond separating operation from amount and calculating income and expenses. Feel free to explore.

Idea Exchange

Want to gather feedback and manage the ideas you get from your customers, partners, and employees?

Idea Exchange application makes it easy to unleash the power of your community by creating an interactive Ideas forum.

Users can start by browsing popular ideas and promoting on things they like, and then they'll be able to submit their own ideas and join the discussions.

Travel Recommendation Database

New Travel Recommendation Database application is added to the application library. This is a great tool to use for the frequent traveler or team of travelers. Keep track of all the great places you visit, bars, hotels, restaurants and transportation services. Next time you or a colleague are traveling to a city you can check this database to see what is good.

Invoicing with Client Portal

We have improved our Invoicing application.

The application has been extended with the Client Portal, allowing the customer to update own information, browse invoices and see the balance.

Moreover, customers should not necessary be registered TeamDesk users, and do not require a license to access the portal.

Customer authentication and information processing on the portal site is implemented completely via TeamDesk API and can be used as a API programming sample.

How to calculate job duration?

We have received many advanced customization requests from our clients. We'll try to generalize it and create series of sample applications to help you understand how you can obtain more from your TeamDesk application.

Today we present you the first application: How to calculate job duration?

This preconfigured web-based application shows how to calculate job duration using holiday calendar and working time.

Surveys Online

We've redesigned Surveys Online application.

This pre-configured web-based application allows creating simple and flexible web-based surveys and analyzing the results.

Deal Management

New Deal Management application is added to the application library:

This preconfigured web-based application allows storing everything you need to get the deal closed in one place.

What's Tracked?

• Deals - application is built around deals. A deal is a business opportunity.
• Contacts – all of your contacts supporting your deals.
• Tasks - a simple todo lists.
• Milestones - a special milestones and dates to the deal.
• Reminders - alarms or messages that remind you to do something.
• Notes - like sticky notes for something you want to remember.
• Files - file attachments.
• Maps - addresses with maps.
• Links - links to competitors or to your prospect's site.

Leads Management

We've redesigned Leads Management application.

This preconfigured web-based application provides your team with a centralized searchable environment to manage sales leads.

What's Tracked?

• Leads
• Tasks
• Events
• Calls
• Outbound E-Mails with E-Mail Templates
• Notes & Attachments

New Application Templates

The following new applications were added to the application library:

Medical Practice Manager

This application gives health practitioners a solution to track patients' visits and manage billing and scheduling information. By consolidating practice information into a centralized searchable environment, doctors can automate their practice management, improve documentation quality while making more time available for patients care.

License Management

This preconfigured web-based application tracks customers' licenses expiration dates to ensure compliance with the license terms and notifies you about expiring licenses.

Wine Tracker

This is a simple application for tracking and rating brand wine bottles.

Application Library has been redesinged

Recently we've redesigned TeamDesk Application Library. Here you will find a growing collection of applications created by TeamDesk Team and TeamDesk customers.

We encourage you to share your application as well. Let's make the library grow and become even more useful! Your comments and suggestions are much appreciated.

• What are your general impressions of the library? What kind of improvements would you suggest? Does anything look confusing?

• What are your thoughts about submitting applications? Do you plan to share?

• What are your suggestions on reviewing/rating applications?

• Do we need more complex and professional templates and more advanced features examples? Would you like to see more reusable single tables?