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Copy notes from project revenue budget line to invoice notes
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Hi, is it possible to automate the copying of notes from revenue budget line of a project to Invoice when running project billing? Do you think this can be done via business events? Saw the post belowWant this note to appear on InvoicesNotes to appea...

01/22/2026

Workaround for Prior Month Default on P&L?
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Has anyone found a workaround that would allow you to default to the prior month for the financial period when you run a P& L statement?  

01/22/2026

Change Email Templates for Customer Statement
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Hello,I have a scenario where when the user navigates to Customers » Print statement and click on ‘send’ the email activity pop up is generated with the default email template configured in the Report designer Template ID.  However when the user clic...

01/22/2026

Load records in Print/Email Orders screen based on custom SOOrder header checkbox
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Hello Team,In the Print/Email Orders screen, I want to add a custom filter checkbox. I have already have a custom checkbox field in the SOOrder table. If the filter checkbox is checked, then only Sales Orders with this custom flag records should load...

01/22/2026

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