Replies posted by oliver.monaghan

6 Replies

O
Do Gooder (Customer)
oliver.monaghanDo Gooder (Customer)
asked in Finance (Financials)

AR Contact Link to Customer

Ahhh - thank you Aneta! and Eranda!

7
O
Do Gooder (Customer)
2 years ago
O
Do Gooder (Customer)
oliver.monaghanDo Gooder (Customer)
asked in Finance (Financials)

AR Contact Link to Customer

Hi Eranda, So I have entered some information within the AR Contact screen, but when returning to the Customer Analysis screen I can’t pick up this Contact, all I can do is Zoom back to the AR Contact screen?  

7
O
Do Gooder (Customer)
2 years ago
O
Do Gooder (Customer)
oliver.monaghanDo Gooder (Customer)
asked in Finance (Financials)

AR Contact Link to Customer

Hi Eranda, The customer that I have used within the example above has the AR Customer Contact field set up as per the below:  This is however not pulling through to the Customer Analysis screen and when zooming to the destination provided by the Customer Analysis screen I am taken to the AR Contact screen above.

7
O
Do Gooder (Customer)
2 years ago
O
Do Gooder (Customer)
oliver.monaghanDo Gooder (Customer)
posted in Finance (Financials)

Collective Invoice Functionality

Thanks @jabous and @cperdue - much appreciated!

6
B
Do Gooder (Customer)
2 years ago
O
Do Gooder (Customer)
oliver.monaghanDo Gooder (Customer)
asked in Finance (Financials)

Credit Control Within System

Perfect, thank you very much for your help!

5
Chirantha
Hero (Employee)
2 years ago
O
Do Gooder (Customer)
oliver.monaghanDo Gooder (Customer)
asked in Finance (Financials)

Credit Control Within System

Thanks Narmada, I then get the below error message when trying to process my note:   The Customer has the Credit Analyst populated within its initial set up as per below: Is there something else missing from the set up please?

5
Chirantha
Hero (Employee)
2 years ago

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