brocha Blue Ribbon

No, the category doesnt appear in edit mode or view mode. We had to manually select the categories in edit mode and save the expense report. Also, does both of these expense reports were created on the mobile app. Not sure if that is a factor but i checked with a couple reps and they had no issues populating the categories…

And yes, all the expense categories are shared to the correct subsidiary. We only have one subsidiary. Thank you!

It looks like the default sale role > expense report > form is the preferred form.

This is the preferred form. The expense report is populating correctly for the user with an Employee role. However the second user has a Sales role and the form isnt populating. Do i have to check all the roles that will potentially enter expense reports? I thought if the form was preferred, it will apply to all…

Nice @JARC - Jordan Roberts ! i was ablet to adjust the font size. I will test the blank row later today or tomorrow. I appreciate your patience.

Thanks @JARC - Jordan Roberts You are definitely on the correct path! Below is what it looks like now. Couple things: How would i increase the font size of the dollar value? And also potentially insert a blank row between QUote Type and TOTAL? Thanks!

Hello, Just following up on this! Please let me know if you need anything.

https://us.v-cdn.net/6032262/uploads/Z028N47AMS9G/quote-advanced-pdf-html-code-050525.txt Here you go! Thanks.

Hello, I made some progress. The TOTAL field is now moved up, but it lost the formatting. A couple of things: There is now a gap between where the TOTAL field ends and the PROJECT NAME information row circled in red below. How can i move the PROJECT NAME information up so there is only 1 space between it and the TOTAL…

Thanks @markbell10 , that worked! How can i move the circled TOTAL field below up a row or two? In relation, then move the Project row under the TOTAL field up with it?

Hello, Just following up on this post. Thanks!

@PaulFleetwood Ok, that makes total sense. This will get me what i need. I appreciate your help!

So it looks like the pride code now appears in the upper right of the quote This is nice, but i need to be able to add this field as a column in my saved search.

Ive tried pulling in all the price code/level fields i can find but none of them return any data. What other field would contain the price level?

Yeah, thats what i thought, but figured id ask anyway. But i do appreciate the quick reply! Thanks @Angela Bayliss

Thanks, i will test and let you know. Just to be clear, this should allow me to add the price level from the quote line items to a saved search?

https://us.v-cdn.net/6032262/uploads/2DF0EON7Y84E/quote-html.txt Sure, here is the code. And it is from Price Level. The Price Level field on the quote line item pulls from the Price Levels/Accounting LIst. Hope this helps.

Thanks @Trixie Amora-Oracle !

Hello, Sure! Criteria tab Results tab

Thanks again @Judith Culanding-Oracle . Is it possible to reprint a BATCH of check vouchers/details from a past date? We are trying to print vouchers from checks that were initially printed on 3/7/25. Thanks.

Thanks, @Judith Culanding-Oracle , however im not sure i understand. Im looking to reprint only the voucher, not reprint a check with the same number (or maybe those are the same things?). Thanks,

Makes sense, @Chelsea Jacobs. I appreciate your insightful comment!

Hello Lyka, Yes, i have reviewed your response. I guess i was looking for information on companies or software that will perform some of the testing for us. But i appreciate your help.

This does clarify my concern, @Clarisa De Torres-Oracle . Thanks for all of your expertise!

Hi @Clarisa De Torres-Oracle , This workaround has greatpotential. Thank you! One more quick question Is there any way to removed the date ranges from the highlighted columns below? It would be nice if only the year was in the column header (2024 and 2023). Not sure why only the year appears in the column label field.

Thanks @Clarisa De Torres-Oracle , I will test sometime today or tomorrow and keep you posted.

Hi @Clarisa De Torres-Oracle , Thanks for the information. The current year column total already exists in the report. All we want to do is add a previous year column total. I was able to remove the previous year monthly columns. However, now the current year total column is gone and only the previous year column total is…

Hi, I believe this is a sales by product category. And i only want to remove the monthly presentation of the previous year. Here is the footer Here is the column set up of the current year Thank you!

Thanks Jervin. We have submitted a ticket with NS support.

Hi @Bry Cabria-Oracle We renamed the existing expense categories. And it is happening when we edit existing expense report and create new ones. Ok, thats interesting that your tests were successful. It appears there is a disconnect on our side between the UI and the app. We also have a ticket in with our support group.…