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Angie W. Red Ribbon

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  • thank you for your reply. This actually does work and is possible. For anyone who stumbles across this all I had to do was click the pencil icon for the item field mapping and select internal ID. The item also had to be active. It would not work on inactive items.
    in CSV Import of User Notes to Item Record Comment by Angie W. Dec 9, 2025 1:57AM
  • Hi Dominica Thank you for your response. Unfortunately, our issue in not unapplied or "open" deposits. Our issue is overapplication of customer deposits. For example: 01/01 - customer deposit recorded $50 01/02 - customer deposit applied to invoice (deposit application) $50 0/03 - team member edits customer deposit amount…
    in Negative Customer Deposit Balance on Customer Record Comment by Angie W. Feb 25, 2022 7:44PM
  • Thank you for the detailed explanation @Shamaine Chan-Oracle . I'm assuming the (EP Bundle) you are referring to is current bundle # 367156? If so, could you tell us if the bundle is free and if purchasing an Advanced Electronic Bank Payments license is required? The language in first prerequisite shown below for the app…
    in HELP! ACH or EFT vendor payments Comment by Angie W. Sep 2, 2021 1:24AM
  • Hello @Shamaine Chan-Oracle Our company is looking into the Electronic Bank Payments bundle and we are slightly confused by the conflicting information available. We are wanting to accomplish the same thing as the original poster on this thread - pay our vendors electronically through a file we upload manually to our bank.…
    in HELP! ACH or EFT vendor payments Comment by Angie W. Aug 30, 2021 9:40PM