Kevin, I agree, that is a much better solution than having numerous emails. If you wouldn't mind sharing once completed, I would greatly appreciat...

@kregan - Glad to help. The fields are available to be pulled in to the email template, either in the subject line or in the body of the email. We o...

Hi Kevin, Were you able to come up with a solution for this? We have a need for this kind of notification as well. Currently, I have a business ev...

Hi Sarah, I'm very interested in a solution to this as well. Were you able to get any feedback/help? I think this report is a great starting...

I also have two branches. I use customer classes to determine which invoice form is used. For example - Branch (1) uses customer class "Branch 1" an...

Hello Tim, Circling back to this, I am getting the below error when I try to import by scenario. I copied everything exactly like you had it. I've...

That worked Matt - thank you for your help.

Thank you. The formula I posted is not the one with the error. When I tested what you wrote it did work but just repeated the Inventory ID on the seco...

Thank you.

@shawn-slavin Thank you for your help Shawn!

@shawn-slavin Yes, I was advised to set them up that way by Acumatica. So that I can report both exempt and taxable sales. Also, it affects the invoic...

@shawn-slavin Sure. 🙂 The attached file contains the screen shots, please let me know if I've missed anything. Thank you. Tax-Set-up.docx

@shawn-slavin Hello! Yes, the category EXEMPT has Tax ID's defined within it (but charging 0% tax). I have a tax with a corresponding tax zone for bot...

@timrodman Hi Tim, I do indeed! I use separate reporting groups for taxable vs. exempt. I hope this helps!

@timrodman I don't get any other pop-up. And yes, I do have the "ENABLE FIELD-LEVEL AUDIT" rights.

@timrodman Curious if they came up with anything? I'm reporting to about 10 agencies so this would be a nice time save. 🙂

@mimi-bertram Hello Mimi, Happy to help!! Which report are you referring to? I only use the prepare tax reports and compare that to my GL. If it m...

@royce-lithgo Thanks for all your help!

@royce-lithgo Perfect, I was able to duplicate what you did under automation notifications. Now that you've asked the question, I'm not sure I need di...

@timrodman How do you use Audit History? When I click on Audit History, I only get a summary. When I click on Enable Field Level Audit, it just pu...

@ellie Did not find the released invoices as a condition either. These are the only conditions I have available:

@ellie Same here. Did not find it as an option.

@royce-lithgo Thanks much for all the help!! 😊

@royce-lithgo Thank you Royce, getting closer on figuring this out.

Would anyone have step by step instructions on how to do this?

@ellie Thank you for your reply. Do you use custom templates for the emails? I would like to use two different templates (by branch) when the invoices...

Hello! Yes, you can set them up the exact same way as your taxable customers. In my example below, I set up my exempt customers in Florida with thei...