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Hi Again @Tigran Would you know if it is possible for these fields to be hard default to "no" and either not able to be changed or not visible?

Perfect - thanks you for taking the time

Thanks @Tigran Shahnazaryan but you are missing the context of my issue. When I specify a date regardless of what it is the invoices generate with a "system date" being actual real time date. Further dilemma - my settings (time zone in preferences) are for my country of origin, but it captures the real time date for the…

Thanks @Tigran Shahnazaryan But I mean the Invoice Date Field - not billing dates

Hi @Judith Culanding-Oracle Very helpful thanks!

Ok so I read somewhere the price is not natively available in this dataset and i have to join to a price plan dataset - is this the go here and if so how do I do that

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