Thank you! I can see this one is complicated indeed...

There are two things:

1. the criteria needs to be 'R' OR 'C' (as per earlier guides) Was trying to get 'C' added to returned formula, just couldn't make it work..
2. Payment and Deposit balances sometimes might be different (due to different currency, etc) but I can see the returned formula does not include 'Deposit' values

Is there an quick way to fix these?