Suggestions? Questions?

Have a suggestion of something I should post about?  Have a question about how to do something?

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Happy Building,

  1. Sandra
    July 23, 2010 at 4:31 pm

    I’m desperately trying to figure out how to build a report in Smartlist Builder that would allow me to see all the invoices that have been processed INCLUDING the account number to which they were charged. I understand how the builder works but can’t figure out which tables to connect. I can find ways to see part of the information but not all. From what I understand, the field that I need is distribution account but I can’t figure out how to connect that to all of my payables. Can you please offer me any suggestions?! I can’t tell you how much I would appreciate any assistance you could provide. Being able to pull this information and then manipulate it to provide data for various reports would make my life so much easier!

    • August 15, 2010 at 4:59 pm

      Please let me know if the recent posts have answered all your questions. You will need to use Matched Tables to include both open & work on the transaction table…

      Good luck!

  2. Michal
    November 2, 2010 at 3:41 pm

    I would like to create a Smartlist for sales history information from one company and sales open and history information from another company. I tried using the multi-company and matched tables in Smartlist builder but I need to know which company the sales line information is coming from.

    • November 2, 2010 at 5:28 pm

      is this because you have an archive company?

  3. Malissa
    March 24, 2011 at 11:18 am

    I am trying to do a calculation using two other calculations instead of fields. For example I created two calculations “Previous Month” and “Current Month”. I would now like to be able to subtract the two. Is there a way to just reference these two calculations or would I have to create using both calculations?

    • March 24, 2011 at 7:26 pm

      you have to create using both calculations in full… you can’t reference a calculated field in another calculated field. Sorry.

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