I probably should have been more specific in my initial post, but this
won't work for Balance type accounts (Balance/Asset/Liability) because
they do not have a Periodic/YTD component to them. If you were posting
to a Flow which had Switch Type = Tru...
Here is a link to a previous post with the Journal Event Handler rule to
accomplish this:The customer would like for users to be able to
process/approve/post journals, but have these three steps completed by
different users for each journal? Thus, jo...
Hi Clarke - I created something for a customer which only shows direct
assignment - the query is below. You could take this and modify it to
include a field which signifies these are Direct. And then add to the
query the indirect assignments. With dt...