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Community Articles: What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now and spark the next big discussion!
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Re: Retrieve the unapplied payment date and applied payment date from an Invoice
Hey @kvidyasreddy, Invoice and related payments are linked via the "Paying Transaction" join. Here is a Saved Search that shows invoices with related payments, and the date the payment was …1 -
Re: Saved Search location filter
Hey @Marie4455, You can't edit the default Location filter. The workaround is to choose the Location Name from the related Join. That way, you can enter the Location name (you can use the wildca…1 -
Re: Remove/Hide Parent Customers in an AR Aging Report
Hey @User_KAGURA, To achieve that, you need to: Create a "Parent Customer" checkbox on the customer record Mark the checkbox for all parent customers (you can automate this via Workflow, Ma…3 -
Re: entering time against resource allocation
We have complete flexibility and will define criteria when building the script. Once the logic is in place, the script will run in the background and source the correct Item for every time entry.1 -
Re: Billing schedules on projects
Charge-based Billing supports any recurring billing patterns. For Charge-based projects, the billing frequency is defined by Billing Rule, not the Billing Schedule:1