This sheds some light on it - but the issue is we want to customize the receivables report and add that customized report to the dashboard. If I can do that through KPI that's ok, but I want to use my modified receivables report which only includes invoices for specific items. Is it not possible to creat a custom…

Evan - that is good to hear, thanks. Time entry has been by far the #1 problem with our end users.

Thanks, It looks like that was the issue. I had looked at that previously but thought that it only applied to web store, and not to CC transactions that we process in-house for invoice payments, etc.