thanks for the insight tigran,

hi team, just to add further context, Is there a way to create deferred revenue waterfall report on a consolidated level? or is it going to be always by subsidiary?

hi patrick. ill provide an update once i have feedback. thanks for the insight.

i'll share this info. thanks patrick.

by the way patrick may i know how to do the exclusion of subsidiaries in reporting which is the workaround.

thanks for the help patrick

hi ely, thanks for confirming that even if those platforms are connected to NS we are unable to apply the card fees to invoices.

hi team adding the file to further assist in finding a solution.

thanks everyone for the information.

thanks micah and everyone to provided help. for the open checks when i use this saved search nothing appears in their system, when using the first saved search there are data pulled out. i provided the register as another way for them to track open items.

hi team, customer advised that it does not pull the correct information for outstanding checks in the system. i am currently waiting for further information about the concern. are there other options to pull out this information from the system for verification that what has been pulled out from this saved search is…

hi team, customer requires/needs to determine the total invoice paid in the commission overview report. here is the snapshot of the template file.

hi katerina, Just to confirm, i would be setting a positive pay format for m&t bank and we need to advise customer to purchase the advance electronic bank payments app since the electronic bank payments app is limited in its format options

hi tigran i would be needing help to create these reports. thank you.

thanks patrick.

thank you tigran and micah. i used the internal id of employee and corrected the currency. thanks all for the help.

hi team, how can a customer have a single landing page once they log in the customer portal and also removed some fields not needed in the make payment field. thank you

hi shar, it's the one where we open a customer record an assign/give access for that customer to the customer center.

hi jack, thank you for the information. what we did was undeploy the script record related to invoice template and it allowed the billing role to print invoice.

i had check and currently approval routing is not ticked for vendor bills. they are looking into having a process for approving bills. Plan is to have one approve for legal invoices. the other will approve only vendors other than the legal suppliers/vendors.

thanks ivy am going to test this saved search and see what it can pull out from their system. i will reach out when we have roadblocks. thanks again.

yes this would be helpful to them as they are not using the sales order functionality previously.

hi gaurav they are currently using create invoices feature when invoicing customers. is there a way for them to do bulk invoicing from here.

hi ivy seek your advice on both vendor and customer perspective. thank you.

thanks clarisa.

hi clarissa, enabled feature is advance taxes.

hi joahnna, i will discuss with them if they will agree on the manual update of memo field--put in the reason for rejection after they reject the bill in the Approval Bill screen. I will provide an update if they do agree.

Thank you Patrick, will provide further details soon.

thank you brian and tiru for helping out. cheers!

hi tiru, thanks a lot.