My Stuff
-
Re: How do you update credit memo revenue dates via CSV import? Every time I try to update them I either
Hi, I'm curious to see what the answer will be because I have run into the problem you are experiencing and I have never been able to successfully update credit memo lines via the CSV import ass…4 -
Re: Account Type
Hello, Please see my comments below: -Deferred Revenue - I'm assuming you're referring to the Deferred Revenue (System) account. This is a default system account that some accounts may not …3 -
Re: Expense Report
Hi, Assuming your role has the permissions, you can do the following: * Transactions --> Employees --> Expense Reports --> List This will show you a listing of all expense reports. You can t…2 -
Re: Export bill as PDF?
Hi there, I have a few thoughts on your question. A vendor bill doesn't have a native printable form like a sales order, invoice, or credit memo. However I think what you want to do is have the …4 -
Re: Make Terms Field On Customer Record Not Editable To Certain Roles
Hi there, Yes, what you are asking can be done. Assuming you are familiar with SuiteFlow (workflow), I'd recommend you do the following: * Customize the form and set the Term field back to Norma…7