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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.
Update: Narrative Insights has been restored and is now available.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
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Re: document vs transaction number - bill payment
Because Bill Payments don't have auto-generated Document Numbers, you can't natively add a prefix similar to, say, a Customer Invoice Document Number. For Bill Payments, you can do that via…3 -
Re: document vs transaction number - bill payment
Hi @CRATIV_Jason, That's a valid question. "Document Number" typically acts as a reference number. For transactions like Journal Entries, we turn "auto-numbering" on, so NetS…3 -
Re: Expose Project Projected End Date exposed in Transaction Search (Opportunity)
Hi @User_NG5TG, Could you check if you have the Project attached to the Opportunity header or line?1 -
Re: Electronic Bank Payment Email Payment Notification > Production and Sandbox Difference
Hi @User_AZS9E, I have several questions to help with the troubleshooting: In Prod, do you process the ACH for Bills and Bill Credits together? If yes, do you see Bill Credits applied against Bills? …1 -
Re: How to create AR vs AP Report or KPI Portlet?
Hi @Febin Antony, Yes, you can create a KPI Scorecard to show the AR vs AP. You can also add Bank data to make the KPI Scorecard more informative. Here is an example:3