Erez Storch Red Ribbon

Hi all , as a workaround, we have built a WF

Thanks. I marked to send the PO as a PDF; however, I only got a link. Why the PO was not attached as well?

Thanks I couldnt find under system notes filed =Create

Thank you @Vajrala It worked! by uncheck the check box the were removed from Sales reps list

When i try to search "sales rep list" in the search bar i am not getting anything

Yes, the whole purpose is to have an expense-by-vendor report. So, I was wondering if there is a way to prevent the source "Name" from populating. Because you credit the expense card with the "name" but debit the department without the "name," it distorts the reports.

Is there a way to set up the Allocation schedule so that the vendor's "Name" is not used in the credit line? (since we cannot set it that those Names will populate on the Debit allocations lines)

A pain in the ass if you have 30-40 vendors you want to split…. :-( But when I tested it for one vendor, it worked:

So i performed a test in our Demo environment and the probelm still exists, it does not bring the vendor name into the allocation J.E have a look:

So, if I want to solve it in your example, I need to build all the relevant vendors I want to allocate under rental expense and mark "use source/Credit account. In this way, it will work?

Can you resolve it for us?😀. Please pay attention. For amortization, we have a solution. The problem is with Allocations.

Thanks Let's say I Perform a Match Bank Data. Does it limit me in some wat from registering bank entries (because I am reconciled) ?

Again. I want to bring in the "Department" field from the Venodor I set up to the Bill. without the option to Edit it in the Bill. For instance this is the Csutom field I was able to set up with your explanation: but when I am trying to record a new bill for that vendor- nothing populates

Where do I locate this "source code of the template" can you refer me to the path, please?

Hi We have an Advanced PDF Invoice I tried to add it, but when I hit save I get this error:

Thanks. But I want it will also appear in the invoice printout I send to the client. That was the whole point. It's not n internal comment. How do I add it? In addition, currently, I cannot edit it to be with several lines. Only typing words that will appear in one line. How can I change it? i am looking for something like…

I couldn't trace it with the search box. Can you send a link?

Hi. It took me some time to reach this problem again. Unfortunately, I didn't succeed in solving it. I tried both "departments" ( 2 populated exactly as you predicted), but nothing brought in the "Allocation" department I defined on the vendors' page to a new "Bill". here are the relevant print screens related you asked…

Hello Can you show me where I set up a clearing account and "pay from clearing account? we do have a clearing account in our books Alternate Solution A 1. Create a clearing account in vendors' currency (eg GBP) 2. Pay bills from this account (eg GBP) 3. Do a Transfer Fund (from GBP to the actual US account)

Hi. Thank you. I was able to prepare a "search"; however, I wanted to make a report. In my original report, I have a calculated "Left Open" column, which I cannot produce in a saved search. But thanks to your Search query i was able to find the missing Object to my report which was "Quantity Billed" Thanks for the help

How do I get to this Save search page? I can't find it. In addition. How do I add how much each SO was Invoiced in a Report as I have. which Field should I bring in?

In addition. if My bookkeeper already booked an invoice and now we realize that she did not attach it to the related po. is there a possibility to attach line items in the invoice to a PO after creating a bill without deleting it?

What happens if I try to change Expense cards instead of line items? Would it do the same? This line item problems are making us a lot of trouble. we cannot work with the system like that.

Thanks. I copied the SO and could change the Currency thank you for the help

I already have it set up to Normal

PFA the relevant PO you can see the invoice is Linked to this PO, but I don't see that PO number in the Bill itself, as mentioned.

You cannot delete an INvoice and CRedit note according to TAx laws in my country once you hand it over to the customer. so your solution Is not good for me

Hi. You want me to Edit and add a Vendor. But in reality, it's not related to a specific vendor. It's just a classification and a reversal. For instance, related party transactions that need to be presented separately in our Financial statements Invoices received for future services that went to a prepaid process but were…

Awesome. Thank you all for the detailed answers

That's Great. But since we have Primary currency and secondary currency and J.E are on different dates, of course, then the primary currency would match, but in the secondary books, there would be a rate difference. If the period is closed, what would it do With that difference?