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Re: Payment Saved Search with amount of the payment applied to each invoice
Hey @snaseer, You should be able to get that via Invoice Saved Search and "Paying Transaction" join. Here is a screenshot for the results that should help:1 -
Re: Customer Saved Search - Customers without any transactions
In the second one, you should choose "Any of None", which means "there aren't any transactions".1 -
Re: Is there a way to enforce the layout of a custom center tab?
Hey @User_UNZWF, You can do that when you are publishing a dashboard with defined portlets and layouts. As you have a Custom Center Tab, you should be able to publish to that specific Center Tab only…1 -
Re: Is there a way to enforce the layout of a custom center tab?
Are you selecting "Override Existing User Settings" for the roles to which you are publishing the Dashboard?1 -
Re: cannot access/change base price discount schedule
Hey @KJD, To change the Price Levels and Discount %, you have to go to Setup → Accounting → Accounting Lists → Price Level:2