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Re: Transaction Saved Search: How to show cumulative balances by period?
Hey @RyanN, You can do that on the KPI Scorecard for Bank, AP, and AR GL accounts. You can't do it for other GL accounts as you need to include "Beginning Period" on the Transaction Se…1 -
Re: CSV Import Inventory Items - "Quantity on Hand" field not exposed
Hey @esabis, You can input the Quantity On Hand via Inventory Adjustment CSV Import. I am unsure that you can do that via Item Import.1 -
Re: Why are my Custom roles not able to view the custom record in view mode?
In the Admin role, go to Customizations -> Lists, Records & Fields -> Record Types and click on the "list" for the custom record that you created, and view one of the records. Cop…1 -
Re: Why are my Custom roles not able to view the custom record in view mode?
Could you check if the custom role has the "Setup -> Custom Record Types" permission? If not, that's what is causing the issue.1 -
Re: Why are my Custom roles not able to view the custom record in view mode?
In the Admin role, go to Customizations -> Lists, Records & Fields -> Record Types and click on the "list" for the custom record that you created, and view one of the records. Cop…1