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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 -
Re: Why can we add multiple emails on a transaction but not on the vendor
Hi @User_E15G4, Yes, there are several workarounds. For example: Create a Custom Field (Free-form Text) to enter multiple emails. Create a Workflow to copy those emails to the "Email" field…1