What record is this on? Most transaction date fields are trandate. Your Formula (date) would be {trandate}-7 If I have misunderstood and it is not a transaction you just need to enter your field id in there - {customfieldid}-7 Chris

Thank you for your reply. That's a shame. I was hoping someone had come up with some clever SQL to do this but I guess not. I will give up on this for the time being then. Thank you Chris

A custom field can be any type of field - a list, free text, a checkbox etc. A custom segment is a custom classification type. The standard classifications are Department, Location, Class

A new custom field often goes to the custom tab of a record unless you select otherwise. Maybe you have the custom tab hidden. if you Customise the Form of the record you created the field on, select the fields tab then custom. There you may find your custom field. You can then use the Move Elements Between Subtabs option…

I think I didn't explain very well what I want. If I search for journals with account Prepayments I only get the lines that include prepayments but what i want is to see all journal records in which ONE of the lines included in the journal is Prepayments. For example I want a search that will give me ALL the lines of the…

Depends how big the list is but if the 1/1/2019 is going to be a fixed date you can just create a subsequent search for those customers only and an email alert when results are updated (ie. the last order date). If it is going to be a floating date for ongoing analysis of customer who don't order in over 12 months then i…

Can anyone provide any assistance on this?

A simple solution I know but have you tried just creating a custom field of free text on the invoice record (obviously include the new field on your advanced PDF also) then creating a workflow to update the field based off the country? Chris

'Furthermore, the tax period will automatically be the same as the accounting period of the transaction so long as the tax period is open at the time the transaction got created. So if there are transactions created after the tax period got closed, mismatches in the Accounting Period and the Tax Period is indeed possible.'…

Thank you for that. I have changed the Allow Asset Value Editing setting and now it is fine. It was just that tick box that needed ticking. Thanks for your help. Chris

That has worked a treat. Thank you for that. Chris

Hi, Maybe one of you two could leave the solution here for others to find. I am also having an issue and I wonder if this is the answer I am looking for. Thanks Chris

Thanks Robert. That is so strange as I'm certain I used to do this. No problem I will find a workaround. Thanks

Thanks for that. I have raised a ticket now.

So if I was comfortable with it not populating until the record is saved, is there a way I can get the result I want?

Thanks both. Regarding your answer sunny.a, is there no way I can do that based on the selection of a contract from a subsequent custom field that is a drop down of all contracts for that vendor. I know I can populate the field with the total of all POs but there are hundreds of contracts in the system so I only want the…

Ok Thanks John. Let me give that a shot.

Well I haven't tried it but I imagine it would be ok. You would need to customize all your reports to pick the field up but generally with custom fields, so long as it is not a formula, you can pick it up on financial reports. You would need it to be a custom list ideally in order to report properly in a consolidated way…

I am assuming you have already considered the idea of a custom field for Consolidated name on all customer accounts?

Thanks Angela, I just wondered if anyone had been required to provide GDPR info previously and how they went about searchign the system. I want to try to avoid pulling countless searches for every possible mention of a persons email address

Apologies if this seems obvious (you have probably already thought of this and I imagine you are trying to take the manual process out of it) but if you turn on Allow Override on your Journal numbers you can just manually add an R on reversing transactions.