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Create New Category
Join the conversationHello Do anyone know the steps to create a new category to add to the Finance module to which I can add reports under it vs the standard options out of the box? I am on 26R1
10/24/2026
Automating a Report Based on Conditions
Join the conversationHi,I'm wondering if someone can help me automate a task based off a business event and schedule a report to send. Logic; Whenever a new payment is added to the Payment & Application screen. I want to run the AR register report at the end of the d...
10/23/2026
Adding Gross Profit & Net income % to P&L Report
Join the conversationDoes anyone know how to add a column set that only calculates the % for gross profit and net income? I can only seem to get the formula to work to have a % of revenue of every single line rather than just these lines that I would like.
10/23/2026
Pending Approval Email Notifications for Both Workgroups and Individual Approvers
Join the conversationHi everyone,I’m configuring a Time Card Pending Approval email template. Our approval map includes a mix of rules assigned to individual employees and rules assigned to a workgroup.Individual employee approval rule:Workgroup approval rule:The email t...
10/23/2026
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