In other words we have a report that we run for our Marketing Meetings that have the different milestones (Pre-Market, Proposal-in-Progress, Submitted, Awarded, Lost and we want to see all stages every week except for Award and Lost we only want to see those that we won or lost since the... Read more
I have updated the dates in "Control Totals," and I also updated the dates in "Change Dates." I think my dates are correct, but it always makes me second guess...am I missing something?
Thank you,
Alannah
We've had all our vendors integrate using oAuth 1.0 all this time because we couldn't find a way past the user interaction hurdle involved with oAuth 2.
Is there at any point a company will reach a limit on how many vendors you can make for an entity, or a limit on invoices/bills that are inputted before saying you can't put any more in the system?
Hello,
I am looking for someone whom can work 10-20 hours a week for approx 1 month to help with building out some custom reports and dashboards in Sage Inacct. We are fairly new to the system and looking to build it out further.
I'd like to set up a separate module/support cases and portal to use as a ticketing center for an internal helpdesk for my IT Department. How would I go about setting that up? And can I customize it to make it look like a nice webpage or interface when users want to check the status if their... Read more
Through CSV imports it is possible to create a large number of items all at once, but I have had problems adding multiple items to a single category and I am not sure how to do it. I've tried using both the category's and the item's internal ID but with no success.
Project Central is a powerful tool in the InFocus Toolbox. Unfortunately we've not been successful in fully implementing it. How do we educate and convince our project managers to make use of this?
You charge way too much to just get annual payroll tax updates which is a simple process. We don't need but just for 1 state. There should be an option for us to install ourselves. I don't need your software updates.
The system is loading a page in 10-30 seconds.
We were advised that this is due to too few transactions in the system.. Is it a known issue? How was it solved?
To close unused work orders currently you must go into each work order and close it which is time consuming. There is no way to mass-close work orders even though you can mass-release work orders.
Currently the reporting feature does not allow you to pull data from January 2019 and January 2018 in the same report. How can this be resolved within one report?
Unanet is purpose-built for project-driven organizations. Supporting projects, people and financials from a single application means no time is wasted managing integration between different applications, reconciling transactions or reports from different systems, or filling the reporting gaps... Read more