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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
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Re: Number of questions around importing/creating intercompany expense reports.
That did the trick, excellent! The fields were indeed not checked to show on the form. I wouldn't have guessed that was the case since they were showing anyway, how odd. Thank you both for your …2 -
Re: How to disable/hide Locked transaction forms
Sorry, I'm not sure what else to suggest as this still works for me the same way with locked forms.2 -
Re: How to disable/hide Locked transaction forms
What page are you looking at this from? For me, a very simple way to do this is to go to Customization>Forms>Transaction Forms and simply click the inactive box. Hope that works for you.2 -
Re: Can I use the Go To Record workflow action to copy the sublist of items?
Thanks Lyka, Yea it didn't seem like it was possible the more and more I tried. Once I get into scripting I'll be sure to revisit your helpful links to try and achieve this, thank you~! I d…1 -
Re: On an invoice, how can I change the Expense Account that a billable expense is applied to?
Sorry, been a bit swamped lately and missed this. I'll have a read and update with any findings/progress. Thank you for the steer.1
