User_FZNHI Blue Ribbon

The standard list of KPIs is Total Bank Balance However we wish to exclude some bank accounts. So we wrote a saved search - made it available for dashboard view. However when we put this in the KPI d…

Following this one as well - i want a KPI saved search for bank balance. I saw this suiteanswers - Answer Id: 37870 - re creating a saved search for EBITDA... But the dashboard is supplying the date …

This makes sense and i will now look into how we are setting up our billing schedules!!

So we do cash sales as all our transactions are captured via our own interface and stripe. Recently we have integrated with Avalara and we are just bringing in one line for the amount of taxes collec…

So i solved it... All the entries I was looking at were Rev Rec Destination journals I had in the search these fields:- and that caused it to say no results but the far right imply there is some data…