My Stuff
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Re: Excel Plug In
I would definitely check out the Smartsheet tool from Celigo. Much more than reporting. https://www.celigo.com/integrations/Smartsheet/1 -
Re: Vendor Bills - Payment Hold - cannot edit
@Sara Gregorsson If logging is not turned on it will be harder work. On the Bill, under System Information, and then Workflow History, is there anything obvious to check first? Also, if you go to Cus…3 -
Re: Vendor Bills - Payment Hold - cannot edit
@Sara Gregorsson My guess is one of 2 things are happening. 1) On the form, the field is defined as Inline Text or Disabled 2) There is an active workflow that is setting the field as Inline Text or …3 -
Re: Formula for Invoice Date Paid
@Ari Heitner Here is the search we use to return the date an invoice was paid; Criteria: Because an invoice could be paid via a credit memo, we include that transaction type Results: The MAXIMUM of t…1 -
Re: Invoice reporting for commission
@User_CS3KK Have you tried the result field "Amount (Transaction Total)"? Be forwarned that if your invoice has multiple lines, the same amount will be repeated1
