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  • Hi @Red Velasco-Oracle, thanks for your comprehensive reply but I'm still slightly confused. I have navigated to Center Categories and can see the representation of the main menu bar (Activities, Payments, Transactions, etc). What I cannot work out is how to edit or delete the links under each of those main headings. How…
    in Modify Main Menu Bar Comment by BenP Feb 5, 2025 12:09PM
  • Hi @Patrick Fresnosa-Oracle , yes, I got that. Thanks for your help. I think I've tweaked my settings correctly. Ben
    in Configuring Tax Nexus for Reverse Charge UK Comment by BenP Dec 18, 2024 5:29PM
  • Hi @Alex Joves -Oracle, Thanks, that's really helpful. A couple of follow on questions which I hope you can help with and don't mind answering. If I use the Generate Statement function to send statements to multiple customers and use the Email option how do I set the text of that email. How do I get the statement emails to…
    in Customize Customer Statement Comment by BenP Oct 14, 2024 9:56AM
  • Hi Red, Thanks for your reply but there are too many fields on the Sublist Action Group that your instructions do not cover. Would you be able to be a little more specific as to what I should be doing? Many thanks
    in Add Class to Expense Category Comment by BenP Oct 3, 2024 4:10PM
  • Hi Ayitah, Thanks for your help but it doesn't appear to be working and I cannot locate the Trigger On Line Item box you refer to. I have inserted some screenshots below; can you see if I've missed anything? Thanks
    in Add Class to Expense Category Comment by BenP Oct 1, 2024 5:24AM
  • Hi @Amanda Edwards, that's great. Thanks
    in Vendor Payments In Advance of Invoice Comment by BenP Sep 24, 2024 10:47AM
  • Hi Clarisa, Yes, that's correct. Screenshot attached. FY 2025 should actually start in August 2024, not October, so Aug 2024 and Sept 2024 need moving to that year. Thanks Ben
    in Move Month to Different Tax Year Comment by BenP Sep 19, 2024 6:46AM
  • Hi Clarisa, no, it's not ticked. Our customer ID is generated from an external system so we need that to be used rather than a Netsuite number. The customer ID shown on my screenshots is the number from that external system. If I tick the auto-gen what happens to our ID that I've manually entered? Thanks for your help. Ben
    in How To View Customer name When Using Customer IDS Comment by BenP Sep 18, 2024 7:53AM
  • The mass delete was great. Thanks for the prompt response.
    in Delete Whole Import Comment by BenP Sep 16, 2024 1:24PM
  • Hi Amanda, There are about 1300. I realised straightaway and no transactions have been posted against them so I'd rather delete than flag as inactive. I'm still getting the hang of things; would you be able to direct me to how to delete based on a saved search. Thanks in advance.
    in Delete Whole Import Comment by BenP Sep 16, 2024 12:45PM