Elychelle Gulen-Oracle · RPM - OTC/P2P · Blue Diamond

Hi @Rick Baaten, That's good to hear! I'm glad I was able to help. ? Should you have any concerns or any ideas to share within the Community, feel free to post and create a thread. Enjoy th…

Hi @Tybrneryan, If Relative to today’s date is selected on the Alternate Date Range Type dropdown, Custom will be available on the Quick Filters when you click on the Alternate Date Range dropdown. L…

Hi @Carissa, Good day! Hope you are well. ? I understand that you would like to generate a Saved Search that only filters out transactions in which all 4 checkboxes are marked. We made some testing a…

Hi @Strategit_Shunta4, Thank you for your response. ? Kindly confirm what you are trying to reconnect to the Vendor record if it is the Company Bank Details or the Vendor Bank Details. Also, how it h…

Hi @Martha Hakes, Good day! Hope you are well. ? To prevent disruption of your business, and to ensure timely payments from your customers and to your vendors, please migrate off of Coastal ACH befor…