Hello, Thanks for replying. The articles you mentioned apply to the standard FAM asset process and not the leases. Does this mean that a lease cannot be split into multiple assets? That's my conclusion after investigating this matter. Thank you!

Any feedback for me, please?

Thank you!

Hi, please disregard my post, I actually needed something else which in the meantime got solved by itself 😊

Thanks for the info, really appreciate it!

Hi there, has anyone found an answer to this question in the meantime?

Thanks for checking, really appreciate it🙂

Hi Elychelle, Thank you for your answer. Sorry, I've not described my whole scenario. Indeed you can upload the kit in the SO import, it does not ask for the lot number. This is not what i'm after. I want to be able to bulk fulfill the imported orders, and i can't do it if the SOs don't have the lot numbers already in…

Oh alright, found the solution here. The depr history records were missing the asset numbers on them. All good :)

The amount 236.31 is the accumulated depr history that was imported, but this amount won`t show up in the asset register.

Hi, i found a workaround by creating a new SS with the credit card account in the criteria and then make the SS available as List view. It works nicely. Thanks!

Adding to this thread, the amount column shows 0 in the Expense Report list. Which column would show the amount paid by credit card? Thanks!

Thank you Patrick, I appreciate your rapid response!

Hey Patrick, i will do so today, didn`t have time to get around it. Will let u know the outcome. Thanks!! Theo

Hi Patrick, thank you for the clarifications. We won`t be using sales orders, we will use charge based billing and generate charges that will be included in invoices. Also please confirm the following setup on the item and revenue plan: Although i also found the following information Can u please advise? Thanks, Theo

Yes, i saw that happening as well. Ok, thanks for checking!

Thanks for the feedback! I was referring to project tasks under Schedule subtab on a project record, not CRM tasks. Please advise. Thanks!

Hi, yes it is ultimately for the timesheet, but i thought we could use the Time workflow instead of the Timesheet workflow. Is this a possibility? Cause the time bill entry is part of the timesheet entry in the end. Thanks for checking!

Yes, the 2 WFs are automatically created when enabling the Allocation approvals feature.

hi Joahnna, thank you for your response. I`ve added a few actions that don`t affect the integrity or the functionality of the workflow, i wanted to check with you the following, and if u can test on your end: if you are the approver of the allocation request and you approve it, and then you go to the RACG app and adjust…

Sure! We have 2 workflows that are automatically created when enabling the allocation approvals. RA Approval WF and the RA Form Load WF. I`ve customized each. I believe the change should be done on the RA Approval WF cause it`s the one where the statuses change. I think I should add a condition not to go to Pending…

Yes, it worked, I made the update to the root subsidiary`s logo as well, on the subsidiary record, forgot about that one. That`s where the big logo was :) Thank you for your support! Much appreciated!

I've resized the logo but no result. The image is small and i don`t understand why it appears so big on the reports. It expands over the horizontal size of the sheet. The logo looks fine on the advanced pdf forms (invoice, estimates) cause i was able to tweak it further. But for the reports, i don`t see this option…

Hi Heera, the report is a custom version of Time by Client report, and the export is done from the icons at the bottom of the page. Thanks.

hi James, thank you for your help, it worked great. I saw afterwards that the CRM tasks can also be found on the Communication Subtab, but the problem there is that i can`t add to the existing sublist view the fields that i want (it`s an activity type saved search, not task). Now with your help i solved my problem. ?Thank…

hi team, any answers for me? Thanks!

Thanks Patrick! one quick question related to the Finish no later than field. I can`t seem to understand its purpose, i don`t see it doing anything when i input a date there. Thanks!

Hi Kristoffer, thank you for your feedback. It would be good if I could get an answer today, really appreciate it. Thanks!! Theo

Thanks for confirming this Patrick. I thought i missed a preference somewhere and thus this behavior Regards, Theo.

Hi Patrick, the role is PM. Thanks!