Nada Ahmed
03/19/2025, 3:20 PMCeligo AI
03/19/2025, 3:21 PMAI generated answer (using internal Slack threads):It seems like you're having trouble with the customer filter in the balance sheet detail not showing all the customers. This could be due to a few reasons: 1. Filter Settings: Check your filter settings to ensure that all customers are included. If you have any specific conditions set, they might be excluding some customers. 2. Data Availability: Ensure that there is data available for all customers. If a customer has no transactions or balance, they might not show up in the balance sheet detail. 3. Report Customization: If you're using a customized report, make sure that the customization settings are not excluding any customers. You might need to adjust the settings or create a new customized report. In the first thread, a user had a similar issue where a new account was not showing up in the Balance Sheet. The account had no activity or balance, so it was filtered out. They resolved the issue by creating a dummy entry for the account, which made it appear in the Balance Sheet. In the second thread, a user wanted to filter a Sales Order Transactions report by customers that are in the report, not all customers. They were advised to change the filter to use the customer.company name field join, which would allow users to type in the name they want. In the third thread, a user was trying to customize the AP Aging Report to show results for only one specific account. They were having trouble with the Account Filter and Account (Line) filter. They were advised to check their filter settings and possibly use an "Or" condition instead of "And" if the conditions were conflicting. Remember to always double-check your filter settings and data availability when you're having trouble with reports not showing all the data you expect.
Celigo AI
03/19/2025, 3:22 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81111151
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.810772419
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.80961591
Celigo AI
03/19/2025, 3:22 PM