Kedalene · New Creation · Silver Medal

Hi Michelle I managed to find more detailed information. Accountant Role User is not able to click on the GL Account Name Description words (highlighted in yellow circle in screenshot) of these Unbilled Receivables GL Accounts in Chart of Accounts which is Black colour. However they have no problem clicking on the other GL…

Hi Katerina I havent figure out Journal Entry Workflow steps. I am not able to follow the Suite Answer 102388, 98710 and 66990. I wonder is it possible if you remote connect with me for guidance.

Hi Katerina I finally see the Invoice Approval Workflow. Is this a Standard one? I can find Pending Invoice in Transactions->Sales->Approve Invoices but it is still not showing in my Reminders Dashboard?

Hi Katerina I not familiar with adding workflows yet.

Hi All Thanks for all your tips! Please see my screenshot of Demo Database to confirm there is no customised workflow for Approving Sales Invoice? So no matter how I follow your Setup steps I still wont see Approve Sales Invoices in Reminders at Dashboard right?

Hi Katerina Thanks, will ask our client to try this method and let you know if its not working.

Hi James What is the difference of this Use Classic Interface under User Role Permissions Preferences? It does not seem to grant access to the non related Center Type Menu Center Tab?

Hi James I checked this Home > Set Preferences > Appearance > Use Classic Interface preference being enabled is affecting specific User only. You are right selecting Use Classic Interface will show Reports Center Tab of different Center Type. So it is not necessary to create a All Center Type Reports?

Hi James This Home > Set Preferences > Appearance > Use Classic Interface preference being enabled is affecting all User Roles right or specific User only?

Hi James I can't comprehend how is it possible not having a All Center Type Reports Folder.

Hi James Yes, our client's live database looks different from the Demo Dilley Test Database. Please see image attached.

Hi James Its so puzzling I noticed my client's one and only Reports Center Tab is Classic Center but her Role is Accounting Center. So it is not possible she is an Audience of Reports Center Tab? Yet her Role shows a Reports Center Tab? There is no Reports Center Tab for All Center Type.

Hi James I managed to hide Reports Menu by unselecting all Roles and Employees in Audience for Reports Center Tabs. But I am not able to manually Add back specific Roles in Audience for Reports Center Tabs?

Hi James Please confirm there is no other ways to hide or delete Reports Menu completely. Thanks!

Hi James I managed to create new Menu and Sub Menu using Center Tabs and Categories. I have unselected all Roles from Audience in all Center Tabs but still Reports Menu is showing with minimum Sub Tabs in new Center User Role without any Permissions granted to Transactions, Reports, Lists and Setup. This is not related to…

Hi James Is this system limitation Reports->Financial Folder cannot be permanently removed though its Chart of Accounts will disappear after Accounts is removed from Lists Permissions.

Hi James Please advise is it possible add back Lists Menu without enable Classic Interface ?

Hi James I just saw the suite answer need to select Classic Interface but this cannot be unselected once enabled right?

Hi Names My new Center role does not have Lists Menu though permissions are granted to several Lists Applications. Please advise how to add back Center Tab for Lists?

Hi James I finally see one Audience assigned to the same New Center Type.

Hi James

Hi James

Hi James Also, my Audience lists is blank. Please see my steps in attached file and see where is my mistake?

Hi James I am trying creating a new Center, User Role and re add permissions. However there is no Lists Tab in my new User Role login even after granting permissions to Lists items. Where to grant a Role with Edit Level access to Custom Center Tabs Permission?

Hi Patrick I tried change subsidiary to HeadQuarters Canada but still no Revaluation posted for Advanced InterCompany Journal. Subsidary Canada is same as HeadQuarters Canada? The Display of Subsidiary Name changed from Canada to Head Quarters Canada.

Hi James I am using Accounting Center in my Demo Database for testing

Hi James Similarly, I tried removed all Reports Permissions in my Demo Database but it still showing 10 Menus Demo Database Our Client's Database

Hi James I tried removed everything under Permissions Transactions in my Demo Database but Transactions Menu still show Inventory, Financial and Management menus. Please guide me the customizing method if it can be done without specialised programming? Demo Company Whereas in my client's database, there is no other…

Hi Patrick Please help see my attachment with screenshots. I have posted Sales Invoice and Advanced InterCompany Journal to the same 1201 Receivable New in Demo Company. However no matter how the Revaluation only covers Sales Invoice posted in Original Source SGD Base USD but did not cover the Advanced InterCompany Journal…

Hi All I found this Knowledge Article 8930 useful. Please let me know if there is any other way for mass attachments using import method, thanks! Attaching Files to Records Published 03/04/2011 11:44 AM | Updated 05/08/2022 11:02 PM | Answer Id: 8930