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Re: Project Management Reports
Hi @User_DPOHC, You can build a Saved Search that shows the Total Amount of Projects, Total Invoiced, Amount Invoiced, and Remaining Invoiced. Are you attaching projects to Sales Orders? The report m…2 -
Re: How to restrict accounts payable users from using specific bank account for bill payments?
Hi @User_5MUAE, You can use the "Restrict to Department" and "Restrict to Class" options on required GL accounts. For more information, please refer to the "Restricting Accou…1 -
Re: How to create a Transaction Search Opps detailing both won and invoiced, and open?
@User_NG5TG, With the newly proposed method, you will still have individual amounts. Because the formula is "Numeric/Currency" with the SUM, you will now see the Transaction Total at the bo…2 -
Re: How to create a Transaction Search Opps detailing both won and invoiced, and open?
No worries, @User_NG5TG - I am glad you can now get the list of required opportunities. Yes, it should be possible to sum the numbers. Instead of: Amount (Transaction Total) | Maximum You can try the…1 -
Re: How to create a Saved Search to separate total amount paid vs credited on an AR Invoice?
Hi @Neo_Suite, There are a few ways to do that. Here is a sample Saved Search that should work for you: Feel free to add further tweak/modify the Criteria, Results, etc. Best, Tigran1