Hi Everyone, Really appreciate the support and sharing of ideas. The alternate workaround did help, but also it didn't. I created a saved search with the suggested formula to get the cumulative month end balances for those account/s I wanted. Which worked. What I still am unable to do is apply the saved search to the KPI…

to be continued....

Hi Thanks for the suggestion - I have nearly got it working, the bit I am stuck on is getting the VAT amount to calculate based on the VAT code selected and net amount. Below is the set-up so far: Set Up a New 'Transaction Type' First thing I worked out that you need to do is go to: Setup > Company > Enable Features - go…

Hi John, Thanks for reply. Yes that’s correct. Was working on it and could not get the credit note to become a non-posting entry despite the fact the field was flaggged as pending approval. What I have done is create a custom transaction and set the posting status here based on the flags including ‘Pending Approvel’. When…

It maybe something that got overlooked but nevertheless you are correct - it is effectively 50% of the AP approval process that is missing. Have you ever come across a similar request from a client at all and if so how did you approach the workflow? Would you be able to assist or guide me on how to do this?

Not sure if I need to start a new topic, but if anyone is following this thread, do you know how to add a field that calculates the VAT amount based upon the net amount and VAT code selected? I was hoping to add this field in the expense line and display it in the header (Primary) section as well. Any help would be much…

No because they do not hold inventory or nor do they track shipments etc. I'm getting stuck in to the workflow now. Learning as I go. So far I have gone to; - Customization > Workflow > New. - Created a new workflow called 'Supplier Credit Note Approval Workflow'. - Left the 'ID' field empty (system will generate a…

Hi Kirk, Thanks for reply and input. I got the standard workflow to work yesterday in the clients Sandbox environment. The reason the standard workflow was not running (I think) was because the check box called 'SUPPLIER INVOICES' was ticked (Setup > Accounting > Set Up Accounting - Approval Routing). I created 2 test…

Hi, I am in the same situation whereby the client does not use Purchase Orders and therefore only needs approval by the supervisor once the AP Clerk has posted the initial Bill. Did you manage to find a solution? Thanks, Ryan