User_B1J9S Red Ribbon

Alex Joves -Oracle not sure what you mean but the first bullet, but I can confirm that the second bullet is completed. Still no results

Tigran Shahnazaryan I have seen you discuss this on other threads, can you help?

Red Velasco-Oracle Thank you, do you know how I can get this custom segment added to the filter section when looking at my income statement? Screenshot below is where I wanted to get added.

I also do not see a display tab, what is the path? Set the Display Location on Transactions Go to the Display tab and choose where the segment should appear (e.g., Main Line, Line Level, or Custom Tab). If you want it on the line level, check Transaction Line under Applies To. Adjust Permissions (if needed) Go…

Red Velasco-Oracle What is the path to see if the below is applicable? I have all the check marks possible in the screenshot above? Ensure the Applies To tab includes Transaction types. Enable Accounts Payable (for Bills) and General Ledger (for Journal Entries).

Michelle Jabanes-Oracle, were you able to find anything?

@Michelle Jabanes-Oracle how many seats would a basic user have?

@Micah Timbol-Oracle I would like to be able to forecast the expenses my company is projected to grow based on the past year.

Shamaine Chan-Oracle I am running the transaction detail. this report has all the information i need except who the vendor is for the transactions. Reports> Financial> Transaction Detail. The report shows the type, date, memo, account, split and amount. the only thing this report doesnt show is the vendors name. For…

Micah Timbol-Oracle Never mind, I found it out. Exactly how you said it should be. Once again thank you so much.

Micah Timbol-Oracle Thank you so much for the response, I am still having a hard time figuring out how to add the Name field. When I go to customize, I can see where to expand the financial folder on the right side of the screen but i can not find how to Expand the Entity (Line) Folder to add the name field. Any additional…

It looks like there is a name column on the Income Statement Detail that could pull the customer name but I am unsure how to add in the customers name

Pauline Cac-Oracle Accretive Bill.com transaction searches 99321 Bill.com role 335309 Bill.com Copy Bill Fields To Payment 46621 Bill.com Set External Ids Extension 46618 I believe I am trying to install the "Bill.com Sync for Netsuite bundle"

Joy Noreen Magoling-Oracle, Thank you for the response, please let me know which bundle I should install and i would love any other advice that you can give about completing the process so I can pay vendors via ACH. thanks