Solved

Dashboard Widget for Expense Receipts

  • 6 September 2022
  • 3 replies
  • 59 views
Laura Carpenter
Rank
Userlevel 4
Badge

Has anyone successfully created a dashboard widget to show open expense receipts (screen ID EP301010) that have not been claimed without creating a custom GI?

icon

Best answer by Kandy Beatty 6 September 2022, 22:06

View original

3 replies

Kandy Beatty
Rank
Userlevel 7
Badge +16

Hi @Laura Carpenter 

You will need to create a GI for it to be added to a dashboard. I have a sample one you can use to build off of. 

 

1 Attachment
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Laura Carpenter
Rank
Userlevel 4
Badge

Thanks @kbeatty21.  Any clue why this screen doesn’t allow a widget to be built off of it?

Kandy Beatty
Rank
Userlevel 7
Badge +16

Thanks @kbeatty21.  Any clue why this screen doesn’t allow a widget to be built off of it?

It needs to be a Generic Inquiry that is already created in the system. You would need to create the GI first then you can add it to any dashboard. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved