Hi! I'm attempting to create a formula that will search an export of our memos for "% of" or "spend" and return "Fee" AND search for "Direct Bill" or "Fronted" and return "Pass-through". If neither of those are present I would like it to return "Check manually". Any idea if this is possible? The goal is to be able to filter by "Fee" or "Pass-through" for the past few years of data.
Date | Transaction Type | Num | Customer | Memo/Description | Fee / Pass-Through | |
Product | ||||||
1/1/2020 | Invoice | 123 | ABC | Product - 5.499% of $100,000 | ||
2/1/2020 | Invoice | 234 | ABC | Product Spend - 5.5% of $50,000 | ||
3/1/2020 | Invoice | 345 | ABC | Product Test | ||
4/1/2020 | Invoice | 456 | ABC | Product Test - Direct Bill |