Audrey G.

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Thanks @Katerina Winklerova-Oracle! I am not seeing where you can set any preferences with the Accounts Receivable or Accounts Payable forecast. I did some more digging and it looks like the search that the AP and AR amounts are coming from are only for transactions with a due/receive date as of 4/1/23. Which seems odd for…

in Why do the AP and AR balance on the Cash360 Dashboard not matching the current months forecast amt? Comment by Audrey G. Apr 14, 2023 11:13PM
Hi Joahnna, Thanks for your response! Here are the requested screenshots: Record showing PO field and Item Field: Field Sourcing the PO List, Display Type is Normal, Nothing under Validation & Defaulting, Access is Edit, and here is how it is sourced: Lastly, what I mean is that the record has a Purchase Order field, then…

in Is it possible to create a Custom Item List to source from Purchase Order? Comment by Audrey G. Mar 30, 2023 1:33PM
Thanks @Micah Timbol-Oracle ! I also realized that you can't select summary accounts, which makes sense because they are inactive accounts. I feel silly for asking :) Thanks for your help! -Audrey

in Is it best to use summary accounts when creating Cash 360 categories or adding all child account? Comment by Audrey G. Feb 22, 2023 5:16PM
Ok, thank you @Joahnna Given Uy-Oracle !

in Why is the Purchase Request ignoring dept entered and using employee's dept in Emp. center role?? Comment by Audrey G. Feb 15, 2023 9:59PM
@Leonard Mallare-Oracle, Thanks! I was able to find a workaround here but adding a "submit for approval" button to push before entering the nest state where the next approver is assigned. I would still like to know if there is a better solution to this in case the client does not like the extra step and for future…

in Why is the Purchase Request ignoring dept entered and using employee's dept in Emp. center role?? Comment by Audrey G. Feb 15, 2023 9:42PM
Hi @Michelle Jabanes-Oracle , I apologize for the delayed response. Thank you for your help with this, Unfortunately, this did not work. I did some more digging and testing and think it might be a script that is preventing any editing. Thanks again! I appreciate your time! -Audrey

in How to inline edit a field on a dashboard saved search portlet? Comment by Audrey G. Jan 19, 2023 12:39PM
Hi @Jack Daryl Espiel-Oracle, Thank you so much for this information! That is all I really needed to know :) We do have a development team here that can build this out if the client decided the'd like to go that route. Thanks again! -Audrey

in Is it possible to show a message on a bill payment when the payment is before bill date? Comment by Audrey G. Jan 12, 2023 10:45PM
This is very helpful! Thank you @Clarisa De Torres-Oracle !

in Is it possible to customize the layout of a printed report? Comment by Audrey G. Dec 14, 2022 7:18PM
Hi @Clarisa De Torres-Oracle ! I apologize for the delay! I have attached a sample of the format my client would like to see- cover page and all :) Thank you!

in Is it possible to customize the layout of a printed report? Comment by Audrey G. Dec 13, 2022 9:44PM
Thank you @Elychelle Gulen-Oracle , this was very helpful! Have a Great Day!

in Is there a way to hide the Company Name on printed reports? Comment by Audrey G. Nov 29, 2022 1:57PM
Thank you @Michelle Jabanes-Oracle !

in Remove Global Search from specific roles Comment by Audrey G. Aug 2, 2022 9:29PM

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Audrey G. Red Ribbon

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