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Re: KPI Scorecard Arrow Colours
You would need to go to the "Custom" subtab to select your Saved Searches:1 -
Re: Can I give access to certain subsidiary documents?
Thanks for the clarification - I see what you mean. How about sending an automated email alert with the tracking information to Subsidiary 2 employees when Subsidiary 1 creates the IF? Or, you can co…1 -
Re: Sales Order not showing under Related Records subtab on a Project
Hi @Pallavi1903, Are you noticing this issue on all Projects or just a few? Can you double-check if you have any custom Transaction View/Filters selected?1 -
Re: Issue with Project Invoice Line Grouping by Location in Time Entries
Thanks for providing the additional information and screenshots. When you say the Location is incorrect, are you referring to the Charge or Invoice? There is a Calgary location on a Charge, but it is…1 -
Re: How to create Saved Search: Bill by Payment dates with Bill items?
Hi @Phu Nguyen, Please check if this works for you:1