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Re: Any way to customise Periods?
Hi @AndyC_2878, The default period filters aren't editable. It takes some to get used to them. Thanks.1 -
Re: Output "Subtotal" (Summary of Sales Order/Invoice) via Saved Search
Thanks for the additional information, @User_K4DIS, Could you please check the "Accounting" subtab of your Sales Order and see if the Subtotal amount matches the Est. Gross Profit? If yes, …1 -
Re: How to create a Saved Search to Show When Saved Search was Exported?
Hi @ksage, Access to that field isn't available through a Saved Search. One way to get that information is to create a script that would run the Saved Search in the background regularly, downloa…1 -
Re: How Can I Record & Amortize Costs Efficiently to Match Revenue?
Yes, @Vasya_3 - your summary is accurate, with only one correction. I won't call #1 the best option. It is the native option, but because it is manual, I prefer the other/automated options more.2 -
Re: Output "Subtotal" (Summary of Sales Order/Invoice) via Saved Search
Hi @User_K4DIS, There are a few ways to get the Subtotal amount in a Saved Search. For example, if you go to Actions -> GL Impact, you will see that it is only the Subtotal amount that is impactin…1