• exporting invoice detail lines

    is there a way to export the line details on current open AR invoices. When I use Business insights the current open AR invoices just give the balance of the invoice not the line detail for those invoices. If I use invoice history I get more then open…
  • AR Invoice History file size limits or performance hits

    Looking to see how big AR Invoice History Header and Detail files can get before there is a performance hit or a file size limit. We are looking at importing AR invoice details going forward in 2024, instead of a 1 line summary per invoice (actually…
  • VI JOB Cash Receipts Import - How do you set up the job to validate INVOICE TYPE in the user's source column/field to be either IN or PP and never blank or null?

    Please help!!! Very simple VI job has been in use since 2015, maybe earlier. But within the last year, we have had at least 3 incidents, and want to make sure that if user forgets to populate this column of the AR cash receipts excel template, the record…
  • Setup Paperless AR Statement Delivery SOP

    Is there an SOP available to set up Paperless AR Statement Delivery only for specific customers?
  • BIE- How to calculate GP Margin w/ credits

    This may be better accomplished by a crystal report, but I don't have access to create those. I'm looking to calculate the final GP Margin on a job including credits which are often $0 to the customer with negative costs of goods so they greatly improve…