Thanks! This is very helpful. One point of clarification - can you tell me where the Relationship formula that you are referring to is? Again, new to NSPB / NS and was not involved in the original configuration.

@Paulene Lomeda-Oracle I can check this out for journals. We have entries marked as "Bill" and "Expense Reports" in additional to "Journals". The vendor names flow through for Bills and Expense Reports. Do you know if I were to change the relationship formula in the saved search if this would impact the vendor names for…

The main problem we are seeing with the lack of vendor name is that the vendor-level actuals aren't flowing through to NSPB. For these amortization entries, they seem to be flowing through as "Undefined Relationships" because the vendor name is not populated in the Name field. I understand that I can customize the income…

I will have to check in with my system administrator. Can you tell me if one is better than the other for having vendor names flow through, and if we were to switch is there a big difference between the types of journal entry forms?

We use a workflow to approve bills. The bill I was looking at has not been approved, says "Pending Approval" on the bill profile. I was also able to find it in the AP Aging report. The as of date is 6/30/22. I am not sure I can post screenshots as it is sensitive data, but this is a summary of what I can see. Based on the…