Hi, Yeah, I found the issue, I had two other customers set up with a primary/representing customer combination. Thanks for your help here.

Can you advise on where I can see the record in the 'Approval Rule List'? I can only see the actual rules and not the transactions each individual rule has been applied to.

Update: I've figured out how to make the account manager available to pull into the workflow. My issue was I had set this field as an employee, however, the dunning bundle has the 'Dunning Recipient' field set as an Entity. I changed this field on the customer record; it is now an option to pull into my workflow. My only…

Hi Joahnna, I did see that I could manually amend the communications once they're in the queue, however, this will be an extremely manual task and something which I would like to automate where I can as I expect we're going to have a large number of emails being generated frequently. I would like to be able to pull the…

Hi Brian, I've changed the field from inline to normal and still have the same issue of the field not showing in the form. Thanks,

Can close this request, found the statement forms in the 'Transaction Forms' table. Thanks,

Hi @Kristoffer Viray-Oracle Thanks for the recommendation, however, that would then require me to have to change the workflow each period to change from the now closed period to the newly opened period. Is there a condition that checks whether the period included in the Journal is currently open/closed? Thanks,

Hi, I hadn't realised these were custom fields. That checkbox worked fine. Thanks for the quick solution!

Hi Dominica, Apologies for the delay. No further assistance is required, we amended our process to ensure the users verified there were no issues prior to submitting. Thanks, Dean

Yeah, they've since come back identifying a defect: Defect # 680224 Slowness | Timeouts | Unable to Log in > intermittent DNS resolution failures on EXACS in LHR This seems to be the cause of my issues. Thanks,