My Stuff
Community Articles: What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now and spark the next big discussion!
-
Re: Sales Order Saved Search + Billing Schedule Details
Hi @Dwight Schrute, You won't be able to get the Billing Schedule information in a Saved Search natively. This is mainly achieved via Customization, creating a "Billing Schedule Data" …1 -
Re: Is it possible to post time on intercompany account?
Hi @User_L7PTK, Are you using Intercompany Accounts Receivable and/or Intercompany Accounts Payable accounts with respective "Account Receivable" and "Accounts Payable" types on t…1 -
Re: Income statement selection for columns does not show custom segments
Hi @Elizabeth Vance, Could you check if the Custom Roles with issues have "View" access to transactions where the Custom Segment is used? Thank you.1 -
Re: Import Contact and Leads
Hi @User_HWW8S, Please confirm that you have the "Contacts" sublist enabled on your Lead Form: Once the "Contacts" is added to the Lead Form, you can enter your Contact Name and o…2 -
Re: Problem with Aging Report - Report displays different data each time it's run
Can you confirm the unmodified AR Aging report works correctly every time? If yes, the issue might be caused by: One of the custom criteria/filters used in the customized report Browser related issue…1