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Re: How can I edit an invoice with a "Paid in full" status (currently non-editable) ?
Hi @User_M40SJ, Transaction records that belongs to a closed period will always be locked for editing. You can only edit a few details like Memo field if the Allow Non-GL Impact is enabled. However, …1 -
Re: How to Generate and Print a Vendor Account Statement ?
Hi @User_M40SJ, @Able Wilson is correct, Journal Entry will appear in the report as long as the Vendor name is added or linked to Accounts Payable. When you used Vendor field, Journal Entry will be g…1 -
Re: How to hide Quick view pop-up?
Hi @Pallavi1903, Per further investigation, you can edit and remove the Quick View details from a Transaction or Entity record when Customizing the Form but this feature is only available for certain…1 -
Re: How to customize Payment Saved Search to add Sales Rep from Invoice?
Hi @Chad C, The Sales Rep field from the Invoices can be sourced via Applied To Transaction : Sales Rep field. However, to be able to return this data, Main Line should be set to False. If you find t…2 -
Re: October 3, 2024 | Pop Quiz
Times Up! Answer: Sales Order A sales order is a transaction that used to track customer orders and convert them into invoices and cash sales. Sales orders have no accounting impact until items are s…1