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Re: Vendor Prepayment Balance as of
Hi @User_B4GTN, You might be able to do it via Vendor Saved Search. Please try this reference search and let me know if it works: When the "Date Filter" is blank, you will see the sum of al…1 -
Re: Net of tax issues
Regarding the "Paid Amount Net of Tax", something in your response doesn't add up. Here is my message: For the "Amount Paid on the Invoice with no tax", can you advise how it…1 -
Re: Net of tax issues
Understood. It seems the Saved Search ignores the {createdfrom.amountunbilled} field and treats it as 0. It then deducts {createdfrom.taxtotal} (the tax) from it and displays a negative amount. Can y…1 -
Re: Use a workflow to stop users deleting lines on transactions
Hi @User_E15G4, Yes, that's a valid concern. You cannot achieve that via Workflow. You would need a script for that.1 -
Re: Not being able to access pre-defined groups on Workflow
Hi @Pallavi1903, The "Specific Recipient = Group" portion of the "Send Email" Workflow Action has a few limitations and can be confusing to use. You can select a Group in the &quo…1