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Automation schedule runs but email is not sending
Join the conversationRecently we have discovered a couple of automation schedules that use the new Email Notifications functionality on the report screen have stopped sending the emails in the last week. they were working previously. The automation schedule history sho...
04/21/2026
Import scenario - Customer Portal Users
Join the conversationWhile trying to import “users’ with the user type of “Portal External User” I encounter an error: “Unable to link employee with guest user. Do you want to proceed operation and remove link?” I have tried adding the dialog box with the answer of yes a...
04/21/2026
Automatic email of invoices for customers on a specific customer class
Join the conversationHi, how do I set up an automatic email to go to all customers excluding 1 customer class at the end of the month (on or around the 25th of each month) that provides a reminder of all outstanding invoices that are due at the end of the month and have ...
04/21/2026
Not post to GL
Join the conversationWe have a specific use case regarding Equipment Time Cards: currently, when a time card is submitted, the system automatically generates transactions that post to both the General Ledger (GL) and the respective Projects. We would like to capture thes...
04/21/2026
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