• AR Tax Group Set up Report

    Does anyone know if there is a AR Tax Group set up report that exists so I can see what tax rates are part the group? Looked in standard reports and KnowledgeBase but have not been able to find anything.
  • Run multiple reports at once?

    Is there a way to create a report group? When I make financial statements, I can combine multiple financial statement reports into a financial statement group and by choosing that group to print, it will print all my financial statements for the selected…
  • AP Historical Aging

    Does anyone have an AP historical aging report they would be willing to share? Either in report designer or office connector. Thanks in advance, Amanda
  • MyAssistant - Job Cost Report - Report Designer

    I have a Job Cost Report that I run task and it will send out to each PM but includes one report with all of their jobs. How do I change the report conditions so it will send a separate PDF report for each job that only contains information for that one…
  • Report Designer - Design Formula does not show up in Conditions

    Greetings, I am following the instructions of KB186526 to create a Date Prompt on a JC report. I am able to create the prompt fields. I can make the design formula (using Accounting Date [JC Transaction] instead of Accounting Date [GL Transaction…
  • Report Designer - Job Cost Report - Exclude Certain Categories

    I am trying to customize a standard job cost report in Report Designer. It currently details the costs by cost codes and categories. It is totaled at the bottom, where then a % is added on to account for overhead. We are now allocating some of the overhead…
  • Sending Report Designer reports to Project Manager with My Assistant

    I have a report working in Report Designer that I would like to be able to send the Project Managers only their jobs - but when I use My Assistant it sends all jobs. I use My Assistant for notifications and it works great, but this is the first time I…
  • JC report run based on jobs with labor cost for a specific PE date

    I would like to be able to send (thru MA) a labor cost report (JC) to PM's for only jobs that had payroll the previous week. I have the report built, but all jobs with Labor cost run - is there anyway to condition/filter by only jobs with PR for a certain…