User_IBB5P Newbie

Hi @Sakshi_Garg That is awesome thankyou! my first exposure to analytics! I do have two questions. I can't see the Type Field to select Bill or Credit - but not critical just curious why I can't see it. The other thing - is I am adding the column total which of course includes the total value of the invoice not the…

Hi @Sakshi_Garg Thanks' but how can it appear on the amortization schedule dataset if it has not had a schedule assigned to the transaction? Or am I missing something? New to this :)

Hi Tigran a bit above my pay grade and will take me some time to digest your suggestions. Thank you for your suggestions

Thanks but that looks like the Internal ID for the Customer. I'm after the internal ID for each invoice line Might be a hard call, that's why I also wondered if a saved search would be a better option

Hi Tigran, and thanks for your response. You might know it as A/R Aging Detailed. My terminology TB = Trial Balance