Month: March 2023

The Deferred Expense Waterfall Summary report reconciles the deferred expense account balance on the balance sheet and provides a forecast of the expected expense stream. The report displays the results of all transactions to users with permission to see it, regardless of any role restrictions on transactions. The report is accessible to those whose role… Continue reading Deferred Expense Waterfall Summary report

Navigate to  Reports > Saved Searches > New Then Select Transaction. Enter Name. Set Criteria : Posting = Yes | Date = This month Set Results: AccountDateTypeDocument NumberNameAmountAmount (Debit)Amount (Credit) Set all the Summary Type of all Text fields to: GroupSet all the Summary Type of all Numeric/Currency to: Sum Then Set the Report to show… Continue reading Saved Search to Replicate General ledger Report

Vendor Price field refers to the value on the Vendor Price Column in a Vendor Record Navigate to Lists > Relationships > Vendors Open a Vendor Record Click Financial Click Items See Vendor Price Column Vendor Price (Entered) field refers to the value on the Item Record Navigate to Lists > Accounting > Items Open an Item Record Click Purchasing/Inventory Click Vendors See Purchase Price column… Continue reading Vendor Price and Vendor Price (Entered)

In order to solve the issue that Job Manager dropdown list is blank when creating a Project. Navigate to Lists > Employees > Employees Customize the employee form. On the preferred employee form > Click Fields. Click Human Resources tab. Mark the check box for Job Manager > Save. Go back to Employee Record > Edit Under Human Resources tab. Mark the Job Manager checkbox > Click Save