Thank you for sharing your insights, @Tafara . Great help as always 😊

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Hello there! Let the community know which comment/s was/were most helpful for you by clicking on "YES" on the Did this Answer Your Question. This way, the other members will be able to easily find the solution they are looking for. Thanks!

Hello Yuval Yunovitch ! If the check was written in Transactions > Bank > Write Checks it will not be affecting your A/R account and the balance in the Financial tab of the customer account. Instead of writing a check, ou can create a Journal Entry instead. Create a Journal Entry: Transactions > Financial > Make Journal…

Hello User_FZNHI. It depends on whether the imported bank transactions and the credit card charges have a same amount and payee. If not, this is not possible.

Hello Kedalene, as per checking it is not possible. However, you can create a Saved Search for the journal entries and set the Document Number as an Available Filter. Here's how: 1. Navigate to List > Search > Saved Searches. 2. Under the Available Filters tab, add the Document Number/ID field and check the Show in Filter…

Hello there, User_T3EEP! Basically, after the Asset Transfer process completes, you have to double check the depreciation history records to see if the transaction type is set to Transfer. (Fixed Assets - Lists - Assets - View Asset Record - Depreciation History - Depreciation Histories)

Hello there Vernita! I'm tagging my colleague @Richard James Uri-Oracle so he can check on this one out for you. 😊

Hello there ONO4! I'm tagging my colleague @Richard James Uri-Oracle so he can check on this one out for you. 😊 

Hello there, ONO4, Let us double check on this one on our end and we'll reply to you with the answers as soon as possible. Cheers!

Hello, you can try this one out: 1.) Navigate to Reports > Financial > Income Statement 2.) Click CustomizeTo add supplier/client 3.) Go to Edit Columns>Financial folder> Entity subfolder > Name To add transaction type: 4.) Go to Edit Columns>Financial folder> Transaction Type subfolder > Transaction Type Long Name Set…

Hi Tim S Jaha. Sorry about that. That's Account Manager. You can contact your Account Manager

Were you able to reformat the cells and then import it again?

Hello there. Thanks for clarifying that. If you just want to pull up the transactions that contains the parent and child classes, you can simply create a transactions saved search, select the transaction type and the class. Here's how:

Hello there! Check out this article and see if the solution provided there would help you achieve what you need. NSC | Account Search > Separate columns for Parent and Child

Hello there, @Erleen! I'm tagging my colleague @Nikka Paula Castillo-Oracle@Niks Blando-Oracle who has the expertise on this area so she can share her insights about the matter. 😊

Hello there! Let the community know which comment/s was/were most helpful for you by clicking on "YES" on the Did this Answer Your Question. This way, the other members will be able to easily find the solution they are looking for. Thanks!

Hello there! Let the community know which comment/s was/were most helpful for you by clicking on "YES" on the Did this Answer Your Question. This way, the other members will be able to easily find the solution they are looking for. Thanks!

Hello there! Let the community know which comment/s was/were most helpful for you by clicking on "YES" on the Did this Answer Your Question. This way, the other members will be able to easily find the solution they are looking for. Thanks!

Hello there! Let the community know which comment/s was/were most helpful for you by clicking on "YES" on the Did this Answer Your Question. This way, the other members will be able to easily find the solution they are looking for. Thanks!

Click on the Customize button below the report. On the Report Builder page, under Edit Columns and on the Report Preview, click on these buttons to move the columns. Let us know if that helped.

Hello there, are you referring to the Intelligent Transaction Matching for Bank Data? And how it'll process the data if there are 10 lines? Thanks!

Hello there again. It seems like you are having trouble with the format of the dates. Check the General Preference (Setup > Company > General Preference) or User Preference (Home > Set Preferences). Whatever is set here, use that same format in your CSV file.

Hello there, Matan Shachaf. This content can help. You can follow the steps in the article: NSC | Account Search > Separate columns for Parent and Child 🙂

Is there an error message when you imported this to the system? If so, kindly share it with the community as well. thanks!

But to our members out there who would like to share their suggestions, feel free to comment on the thread 😊 Tagging our all time leaders @Tiru Chembeti and @JohnCirocco just in case 🥂

Hey there, Deb in UK! For concerns like this, it is best that you coordinate this with your AMO cause they will be able to recommend you something that would best fit your business needs ☺️

Hello again, Tim S Jaha. It is very important that you go implementation so you have to consult your implementation and accounting teams for this. We cannot advice on you on what account you can use. However, if you are trying to self implement, you can contact your AMO 😊

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Hello again. Here -- https://suiteanswers.custhelp.com/app/answers/detail/a_id/78607/loc/en_US