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Re: Saved Search created by filter working different between SB and PD
Ah, that explains it. I didn't realize you were using the "Created By" for filtering. The "Created By" field queries a List/Record for all entities stored on the account and …1 -
Re: Using items for tax - w/Avalara, Salesforce and integration to NetSuite/ARM
No worries - I am glad to help, Greg, Avalara taxes are calculated based on Avalara Tax Codes assigned to Items. For example: Many companies I worked with needed only a few Avalara (e.g., for Service…1 -
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