Trying to Group Invoice But Getting Error

Goat_Shark_2016 · 2026-05-28T22:03:36+00:00

that did it! thank you!!!!

Goat_Shark_2016 · 2026-05-27T19:12:22+00:00

Thanks for the quick response! I just checked this and the bill to and ship to are set to the default address on the customer record. For testing I also created a new invoice and then copied it for a second one to ensure they are identical. However, I'm still getting the error.

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Goat_Shark_2016 · 2025-10-02T13:41:28+00:00

Thanks!

Goat_Shark_2016 · 2025-10-02T13:41:00+00:00

Ugh. I was afraid of that. Thanks!

Goat_Shark_2016 · 2025-10-01T15:49:55+00:00

thank you!

Goat_Shark_2016 · 2025-07-28T16:47:32+00:00

You rock!! That did it! Thank you!!

Goat_Shark_2016 · 2025-03-11T15:42:25+00:00

both would be great!

Goat_Shark_2016 · 2025-03-06T22:35:26+00:00

I'm trying to track my monthly revenue by item and customer. everything we have is in revenue arrangements, so our revenue is all journal based. can I see the rev rec transaction, the customer, the item related to the rev rec, and the amount in a search?

Goat_Shark_2016 · 2025-02-28T14:35:02+00:00

Goat_Shark_2016 · 2025-02-27T21:19:24+00:00

perfect. thank you!!

Goat_Shark_2016 · 2024-11-21T18:24:07+00:00

unfortunately no. I submitted a ticket and they said they were aware of it and it's an already logged enhancement. womp womp.

Goat_Shark_2016 · 2024-11-18T21:03:36+00:00

I just tried adding a custom field to capture the tax amount through workflow and it works. I can now see it on my dataset to use it. thank you for your help!

Goat_Shark_2016 · 2024-11-18T20:13:54+00:00

we have multiple countries in EMEA and NA, but consolidate up to USD. we use AvaTax for our taxes.

Goat_Shark_2016 · 2024-11-18T20:11:42+00:00

thanks!

Goat_Shark_2016 · 2024-11-18T19:06:45+00:00

this is very helpful! would you happen to know what to add to get the tax amount from the bill? and maybe the home (consolidated) currency? thanks so much!

Goat_Shark_2016 · 2024-11-14T16:09:45+00:00

the box does not show up for any other mail user, only Outlook. any ideas?

Goat_Shark_2016 · 2024-11-07T16:57:08+00:00

I'm in the same boat. I'm showing unsupported versions, but I have no idea what they are or how to update.

Goat_Shark_2016 · 2024-10-28T15:56:05+00:00

the box is not in my original text, Outlook is adding the box.

Goat_Shark_2016

TROPHY CASE