Jorge Salguero

Louis, any thoughts on this?

Is there a way to know when a form is loading for a "duplicated" bill? We do not want a custom field to be "cloned" when duplicating a bill. We want to clear out the field.

I am running the trial balance report with an API call. The data is returned, but the balances do not match when running the report in the front end. I am passing it a locationid and begin/end date parameters - using all defaults. My call is below, is there something I am missing? API Call: <content> <function controlid="testControlId"> <get_trialbalance> <startdate> <year>2024</year> <month>07</month> <day>01</day> </startdate> <enddate> <year>2024</year> <month>07</month> <day>31</day> </enddate> <includereportingbook>false</includereportingbook> <statistical>exclude</statistical> <locationid>E001</locationid> </get_trialbalance> </function> </content> I am attaching a screenshot of the TB report runtime parameters using the front end.

The behavior is default, but it doesn't make sense to allow an API to submit a transaction and you are not able to assign the Submitter. Using the API and sending transactions from an external source, it will always be the Web Service user who will create the transaction. We need the ability to create the payment request and set another user as the submitter so they get the notifications when it has been approved or to at least show who submitted it.

We are using the API to create a payment request. All is working, except that the "Submitter" is set to the Web Service user regardless of what is passed into the paymentcontact field. How can we make it so that the paymentcontact is used as the Submitter/Notification contact name? xml used whcih works, except for the paymentcontact not saving. <content> <function controlid="testControlId"> <create_paymentrequest> <bankaccountid>APF BAML</bankaccountid> <vendorid>BLOOM</vendorid> <memo>send pmt request jfs</memo> <paymentmethod>Printed Check</paymentmethod> <grouppayments>true</grouppayments> <paymentdate> <year>2024</year> <month>09</month> <day>05</day> </paymentdate> <paymentoption>vendorpref</paymentoption> <paymentrequestitems> <paymentrequestitem> <key>515</key> <paymentamount>50.00</paymentamount> </paymentrequestitem> </paymentrequestitems> <documentnumber>989898</documentnumber> <paymentdescription>pmtdescmemo</paymentdescription> <paymentcontact>wkhan</paymentcontact> </create_paymentrequest> </function> </content>