My Stuff
New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
-
Re: Sales Order Saved Search + Billing Schedule Details
Hi @Dwight Schrute, You won't be able to get the Billing Schedule information in a Saved Search natively. This is mainly achieved via Customization, creating a "Billing Schedule Data" …1 -
Re: Is it possible to post time on intercompany account?
Hi @User_L7PTK, Are you using Intercompany Accounts Receivable and/or Intercompany Accounts Payable accounts with respective "Account Receivable" and "Accounts Payable" types on t…1 -
Re: Income statement selection for columns does not show custom segments
Hi @Elizabeth Vance, Could you check if the Custom Roles with issues have "View" access to transactions where the Custom Segment is used? Thank you.1 -
Re: Import Contact and Leads
Hi @User_HWW8S, Please confirm that you have the "Contacts" sublist enabled on your Lead Form: Once the "Contacts" is added to the Lead Form, you can enter your Contact Name and o…2 -
Re: Problem with Aging Report - Report displays different data each time it's run
Can you confirm the unmodified AR Aging report works correctly every time? If yes, the issue might be caused by: One of the custom criteria/filters used in the customized report Browser related issue…1