The items from journal entries for A/R accounts without entity description. As a default behavior, they show up as -No Customer/Project- on the Customer name column. 1. Navigate to Reports > Customers/Receivables > AR Aging > Customize Summary. 2. Under the Filters tab > expand the Customer/Job folder > select the ID or Internal ID field > set to not empty > hit Done. 3. Rename the Customer… Continue reading How to remove “-No Customer/Project-‘ on the A/R Aging Report
Author: Aswathy S Vijayan
Change Tax Applied on Shipping Method
To change the tax applied on the shipping method used: Go to Lists > Accounting > Shipping Items > Select the Shipping Method used > Click Edit > Shipping Rules tab > Charge Tax On This Shipping Portion Of Item Field > Select tax code to be used Moving forward, when this shipping method is selected, the Shipping Charges will follow the tax code on the Charge Tax On This Shipping… Continue reading Change Tax Applied on Shipping Method
Restock Drop Ship Sales Returns using RMA
Scenario User would like to know how an Item marked as Drop Ship can become part of Inventory once a customer returns that Item Solution On the Sales Order page, click the Authorize Return button. In the Return Authorization page, users have the option to set it to either Pending Receipt or Pending Approval. The Drop Shipment Column will automatically be checked when users click the Authorize Return on the Sales Order page. If… Continue reading Restock Drop Ship Sales Returns using RMA
Core Administrator Permission
The Full Access role has been inactivated for all users. The Full Access role no longer appears in the list of roles available for users who had this role assigned. The Core Administration Permissions checkbox is available on the role configuration page on Setup > Users/Roles > Manage Role and edit one role. This is created… Continue reading Core Administrator Permission
Send Transactions Email to Customers Only With Invoices
1. Update Customer Record – Navigate to Lists > Relationships > Customers – Edit any customer– In the Preferences tab, uncheck Email next to Send Transactions Via– Click Save 2. Update Custom Form– Navigate to Customization > Forms > Transaction Forms– Edit your preferred Invoice Form– Go to Screen Fields tab> Communication:Messages tab– In the To be E-mailed, mark the Default checkbox– Click Save
How to get the last year Purchase Bill and payed in next year
For auditing purposes, the client has requested a tracking of purchase bills that were initially booked during December 2022 and subsequently settled in the following year, 2023. This entails identifying bills that were open in the 2022 calendar year and paid in 2023. Solution Go to List > search> saved search > Transaction Enter name… Continue reading How to get the last year Purchase Bill and payed in next year
Give a role permission to edit existing records but restrict it from creating a new
User wants a role from editing the existing the records but restrict it from creating a new record Solution Navigate to Setup > Customization > Workflow > New. Enter Restrict Create Custom Record in the Name field. Select the Custom Record Type in the Record Type field. Check the On Create check box. Set Trigger… Continue reading Give a role permission to edit existing records but restrict it from creating a new
Comparative Trial Balance Report
Client requested for a comparative trail balance report similar to comparative balance sheet report Solution: Navigate to Reports > Financial > Trial Balance > Customize Select the Debit /Credit column Click Remove Column Add Fields: Expand Trial Balance Click Amount Alternate Period Range Type: Select Relative to Report Date Cumulative Value: Enter Checkmark Alternate Period Range: Select the Last Fiscal Year Add Fields: Expand Trial Balance Select another Amount field Alternate Period Range Type: SelectRelative to Report Date Cumulative Value: Enter Checkmark Alternate… Continue reading Comparative Trial Balance Report
Proposal for edit and delete approval for vouchers within a specific subsidiary.
Client requested a methodology for managing delete and edit permissions for vouchers within a specific Subsidiary. The vouchers mainly include vendor prepayment, receipts, bill payment, debit advice and credit advice Methodology Overview Permissions: Only the admin has full permissions to create, edit, and delete vouchers. Delete permission is restricted for other roles (roles specified by… Continue reading Proposal for edit and delete approval for vouchers within a specific subsidiary.
Generate a report that will display all transactions of a specific account or multiple accounts for a specific period
1. Navigate to Reports > Financial > Transaction Detail > Customize2. In the Filters link, set Date Range3. Expand the Transaction folder to select Account and set it equal to a specific account4. Rename the Report5. Click Save