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Re: Restrictions for a project
Hi @Toanne Termeer - van de Ven, There are a few options to do that (e.g., via Workflows, Custom Forms, Scripts, etc.). The most straightforward option is: Create a custom checkbox on the Employee re…1 -
Re: Uncheck group Invoice feature at customer record
Hi @User_8E39J, Once you create a Sales Order with "For Invoice Grouping" checked and generated related Group Invoices, you won't be able to uncheck the "Group Invoices" chec…1 -
Re: Vendor Prepayment Balance as of
Hi @User_B4GTN, You might be able to do it via Vendor Saved Search. Please try this reference search and let me know if it works: When the "Date Filter" is blank, you will see the sum of al…1 -
Re: Net of tax issues
Regarding the "Paid Amount Net of Tax", something in your response doesn't add up. Here is my message: For the "Amount Paid on the Invoice with no tax", can you advise how it…1 -
Re: Net of tax issues
Understood. It seems the Saved Search ignores the {createdfrom.amountunbilled} field and treats it as 0. It then deducts {createdfrom.taxtotal} (the tax) from it and displays a negative amount. Can y…1