Kelsey Ingram

Hi Micah, Nice to hear from you as well, it feels like we're starting to work together! There's a slight clarification on the situation that we have at the moment. The original transactions already have the Employee tagged, and the Allocation Schedule is going to be used to allocate their expenses to various Projects…

in Allocate employee expenses tagged on line level of Write Check form Comment by Kelsey Ingram Apr 21, 2020 10:59AM

Hi Shamaine, Thanks for the response. We will use this workaround for now. It creates a bit of confusion because the status of the Payment shows as Deposited even though it hasn't been deposited into a bank account (only an Other Current Asset account), but it will do the trick for now. Voted for the enhancement for the…

in How can I have an Other Current Asset account appear in the header of a Cash Sale? Comment by Kelsey Ingram Apr 17, 2020 2:20AM

Hi Shamaine, Thanks for your response! I'm following you with the issue with the discount. I will look into the Credit Memo as you said. The name is a bit misleading, because we don't issue Vendor Credits, but I suppose if the GL impact is correct then we would use that transaction type! Much appreciated, Kelsey

in How to apply credit from Customer Invoice 'discount' to original account on Customer Invoice Comment by Kelsey Ingram Apr 10, 2020 7:15AM

Hi Micah, I tried customizing the report but it didn't look the way we wanted it to, since I couldn't get it to group under the parent account 1900, I could only get it to group with Fixed Assets overall. I've just renamed the account so that people won't use it, and we'll use the new Fixed Asset account going forward.…

in I can't deactivate a deferred expense account for some reason Comment by Kelsey Ingram Apr 10, 2020 2:53AM

Hi Micah, I thought that might be the problem. If we're not going to use a System-Generated account, what is the best practice for managing them? In this example, we don't use amortization for our depreciation, we just make one entry per financial year. We also want our Accumulated Depreciation to report under the Fixed…

in I can't deactivate a deferred expense account for some reason Comment by Kelsey Ingram Apr 8, 2020 7:36PM

Hi @"Micah Timbol-Oracle"! Thanks for your quick response. Unfortunately, following those steps did not solve the problem - I still got the same error when working from the Inline Editing page and greyed out boxes on the account editing page. Are there any other ideas? Thank you in advance! Kelsey

in I can't deactivate a deferred expense account for some reason Comment by Kelsey Ingram Apr 8, 2020 4:58PM

Hi @"Camille Cagalingan-Oracle", this is super helpful thank you so much!

in How to record a currency gain/loss on a Customer Payment against Invoice Comment by Kelsey Ingram Apr 2, 2020 4:48PM

Hi @"Micah Timbol-Oracle", Thanks for the response and the re-direct to the Idea. So just confirming, there's no functionality to mass update lines while working within a transaction? Or ability to have the memorized transaction use a formula to have a different memo each month? I haven't worked with applying workflows to…

in Is there a way to mass update the line Memo field on a memorized transaction? E.g. a memorized trans Comment by Kelsey Ingram Mar 27, 2020 3:42PM

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