User_NQL2C Red Ribbon

thank you for the explanation. I need to discuss this further internally to see why we handle invoices and credit memos differently - it might be our automated invoice intake program.

This exact bundle was not available for me since we don't have the Payroll module. However, there was another Suite App available that I could use. Thank you! You saved me LOTS of time!

yes, I was able to create a scheduled workflow based on my saved search. It works great

Thank you.. I am also looking at using a scheduled workflow.

Thanks for the quick response. Unfortunately, the criteria I need to only inactivate vendors wilh no bills in the last year includes using the Maximum operation in a summary fashion. I don't see a way to do that in the criteria section of the mass update.