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Hi @Sakshi_Garg That is awesome thankyou! my first exposure to analytics! I do have two questions. I can't see the Type Field to select Bill or Credit - but not critical just curious why I can't see it. The other thing - is I am adding the column total which of course includes the total value of the invoice not the…
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Hi @Sakshi_Garg Thanks' but how can it appear on the amortization schedule dataset if it has not had a schedule assigned to the transaction? Or am I missing something? New to this :)
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Hi Tigran a bit above my pay grade and will take me some time to digest your suggestions. Thank you for your suggestions
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Thanks but that looks like the Internal ID for the Customer. I'm after the internal ID for each invoice line Might be a hard call, that's why I also wondered if a saved search would be a better option
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Hi Tigran, and thanks for your response. You might know it as A/R Aging Detailed. My terminology TB = Trial Balance