My Stuff
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Re: How do you update credit memo revenue dates via CSV import? Every time I try to update them I either
Hi there, I was looking at the screenshots again and I realized an important piece is missing from your file--the Line ID. I have never been able to update existing record lines without having the Li…4 -
Re: Linking Saved Search to custom entity fields. ERROR: Field value cannot be derived from search with
Hi, I often use summary saved searches to populate custom fields and I usually have good luck in doing so. May I make a suggestion? Remove any fields from the search results that are not needed. In o…2 -
Re: workflow to update a transaction from another unrelated transaction
Hi Rafael, I'm just another user but I find your question interesting and I'm wondering if I can help. Can I restate your question and let me know if I'm understanding. You have a save…2 -
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: 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
