Jcurve Support Articles

You may need to update or delete a vendor prepayment transaction.

Active Projectis not showing on theProject Profitability Report.

You can add a Quick Search portlet to be able to search for general records or transaction records right from your dashboard.

User is attempting to update an existing template directly from a sales transaction however when clicking on the Merge & Send button, an error occurs.

User would like determine which transactions were backdated and future dated for audit purposes.Create a Saved Search below to know which transactions were dated different from Actual Date Created.

An Administrator would like to have a custom role that able to enter memorized transactions.

Before you can generate an intercompany sales order, you must create an intercompany purchase order.

Exclude certain transactions on Standard Sales Reports like journal entry, check, deposit etc.

Sales reps regularly monitors newly created orders that are entered under their name. You can create a saved search to sends email alert to sales reps automatically when there are new sales orders generated. This allows them to respond to their customer's order on a timely basis and also be updated on their sales standing.

User running a Transaction Bulk Email using Mass Update is only sending attachments with an HTML file, even if theEmail Preference in the Customer record is set to PDF.

There is a requirement to add a pop up message on a record on edit mode. A Workflow can captures multiple events such as create, edit, and etc.Note:The Show Message action runs on create and edit by default. It does not have a field to specify if it should run on only create or edit.A solution would be to create a new Workflow that only contains the Show Message action.

Go toCustomization > Lists, Records, & Fields > Transaction Body Fields.

The user wants to send Transactions Email to Customers only with Sales Order.

User needs to update the details on a transaction that has been memorized.

Navigate toSetup>Users/Roles>Manage RolesNote:Login as Administrator

A Custom Transaction Body Field was added as a custom element on a Basic PDF Template for Invoice. However, when user tried to print the Invoice, the field's value shows blank. To resolve this, the Sale checkbox must be checked in the Applies To tab of the said field.

You can select the type of consolidated exchange rate to apply to results for each transaction search. The consolidated exchange rate type you select applies to amount fields in base currency, such as Amount, Amount (Credit), and Amount (Debit).