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Amanda Biggart

@abiggart

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Topics: 1 / Replies: 3

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RE: Import Scenario for Customer Activity (from Ring Central)

@timrodman Thank you for this information. I was given a reference, through our Acumatica partner, to Workato who provides a "connector" service. I wi...

3 years ago

Forum

Everything Else

RE: Dashboard to display Sales for current month and current year for each salesperson

In case anyone else runs into this scenario......THE ANSWER IS....... =iif([ARTran.DrCr]='D',(IIf(Year([ARInvoice.DocDate])=Year(Today()) And Month(...

3 years ago

Forum

Acumatica Dashboards

Topic

Import Scenario for Customer Activity (from Ring Central)

3 years ago

Forum

Everything Else

Replies: 2

RE: Dashboard to display Sales for current month and current year for each salesperson

I stumbled upon this wonderful thread and it has been very helpful. The issue (I think) I am having is that the report doesn't account for credit memo...

3 years ago

Forum

Acumatica Dashboards