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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
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.
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.
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Re: How to create a Saved Search to Show When Saved Search was Exported?
Hi @ksage, Access to that field isn't available through a Saved Search. One way to get that information is to create a script that would run the Saved Search in the background regularly, downloa…1 -
Re: How Can I Record & Amortize Costs Efficiently to Match Revenue?
Yes, @Vasya_3 - your summary is accurate, with only one correction. I won't call #1 the best option. It is the native option, but because it is manual, I prefer the other/automated options more.2 -
Re: Output "Subtotal" (Summary of Sales Order/Invoice) via Saved Search
Hi @User_K4DIS, There are a few ways to get the Subtotal amount in a Saved Search. For example, if you go to Actions -> GL Impact, you will see that it is only the Subtotal amount that is impactin…1 -
Re: Problem with Aging Report - Report displays different data each time it's run
Hi @Varonis inc., Do you have open invoices with a mismatch between the "Transaction Date" and "Accounting Period"? If yes, that might cause the issue with the custom AR Aging Rep…1 -
Re: How Can I Record & Amortize Costs Efficiently to Match Revenue?
Hi @Vasya_3, The best option is to use the Advanced Cost Amortization feature. Natively - you have to enter the Cost Amount on the RA manually. Once done - the costs will amortize with the revenue an…2