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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: Preferred Vendor not returned in a saved search after Duplicate Resolution
Hey @Paul L. Walker, You can run a CSV update to just "Edit/Save" a record without making any other changes. Please refer to SAID 103480 as a reference (there should be a few other similar …1 -
Re: KPI or Visual Meter - Ideas
This is helpful. The missing piece is the link between the Custom and Transaction Records. Can you create a custom field on the Custom Record and make it a child of a Transaction Record? Then, you sh…1 -
Re: Trend graph portlet with two KPIs, which are AP Balance and Payables. Why are they different?
Hey @Sankar Ganguri, I recommend only using the "Payables" KPI, which matches the AP Aging Report.1 -
Re: Transaction Saved Search: How to show cumulative balances by period?
Hey @RyanN, You can do that on the KPI Scorecard for Bank, AP, and AR GL accounts. You can't do it for other GL accounts as you need to include "Beginning Period" on the Transaction Se…1 -
Re: CSV Import Inventory Items - "Quantity on Hand" field not exposed
Hey @esabis, You can input the Quantity On Hand via Inventory Adjustment CSV Import. I am unsure that you can do that via Item Import.1