User wants to remove the elements of Standard Fields when using Basic Printing Type. Navigate to Customization > Forms > Transaction Form PDF Layouts Click Customize or Edit beside the template to modify In the editor, choose the element for the Standard Field in the Selected Element drop down field Under Element Size section, set the Width and Height fields to 0 Click Save
Author: Manikandan TM
Display applied customer credits when printing sales orders.
Implement a workaround, that would store the sum of the amount on a custom field. Then, expose the custom field on the Advanced PDF. Create a saved search to generate the sum of the customer deposit Navigate to List > Search > Saved Searches > New Create the Saved Search with the following settings Under… Continue reading Display applied customer credits when printing sales orders.
Logo Header Blurry on Printed PDF Forms
The customer uploaded a logo but it appears blurry and pixelated on all forms. To correct this, the customer uploaded a higher resolution image, they uploaded a 72 dpi before and they replaced it with the same logo with 150 dpi. Make sure that your logo resolution is 150 dpi and higher. If not, upload… Continue reading Logo Header Blurry on Printed PDF Forms
Apply the transaction currency symbol on the Advanced Invoice PDF print-out depending on the set currency.
Navigate to Customizations > Forms > Advanced PDF/HTML Template Preferred Advanced PDF/HTML Template : Click Edit Upper Right Corner: Toggle Source Code Refer below: 4. Click Save
Search to view Customers with no Sales Activity in the past 18 months
Search to view Customers with no Sales Activity in the past 18 monthsNavigate to Reports > Saved Search > All Saved Searches > New > Customer1. Check mark Use Expressions = True2. Criteria : Standard subtab :a. Filter is Date of Last Sale .. is Before 18 months agob. Filter is Date of Last Sale .. is Empty… Continue reading Search to view Customers with no Sales Activity in the past 18 months
Payment File Administration (PFA) Stuck in Queued Status
There are instances where users have their Payment File Administration (PFA) stuck in Queued status and it usually happens when it is their first time to process PFA’s.In order to re-trigger the Setup, Edit and Save the Electronic Payment Preferences without doing any changes. In case the PFA is still stuck in queued status, follow… Continue reading Payment File Administration (PFA) Stuck in Queued Status
Users may receive a Vendor Refund through a Credit Card.
1. Navigate to Transactions > Bank > Use Credit Card2. Select the Credit Card account in the Account field in which the Refund should be deposited to3. Enter the Vendor name and refund details in the Expenses & Items tab4. On the top left corner, select Credit5. Click Save
Best practice to record vendor overpayments:
Create a holding account. Write a check. Enter a vendor credit. To create a holding account: Navigate to Setup > Accounting > Manage G/L > Chart of Accounts > New ( Administrator ) . In the Type field, select Other Current Asset. If you use account numbers, enter a number in the Number field. In… Continue reading Best practice to record vendor overpayments:
Create email signature
Home> Set Preferences General tab > User Profile > Signature Box: Use the following format: <p>Regards,<p> Name<br> Title<br> Company Name<br><a href=” type your website here “> Make sure that ‘Add Signature to Messages’ is checked. Click Save. Add Logo or Image to Signature Firstly, upload the image/logo (.jpg file) on the File Cabinet Navigate to Documents> Files> Images> New. Enter value for File… Continue reading Create email signature