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#71872 - 07/08/25 02:25 PM Excel Direct & Receivables
Samuel Kopstick Offline
Adagio Maestro

Registered: 06/15/07
Posts: 928
Loc: GTA & North America (Remote Su...
Receivables 9.3B (231218)
File > User Preferences > Report Options tab

There is an option on this screen to Enable ExcelDirect, but nothing happens when we click on the checkbox to turn this ON. We are unable to activate this option - the field appears to be locked.
(The same option in Payables is working.)
What am I missing in that I cannot activate Enable ExcelDirect in Receivables?
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

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#71873 - 07/08/25 03:18 PM Re: Excel Direct & Receivables [Re: Samuel Kopstick]
Patricia B. Offline
Adagio Maestro

Registered: 06/26/08
Posts: 1170
Loc: Langley, BC
Hi Samuel:

You need to enable it in the Company Profile first.
_________________________
Patricia Balbuena Cotlear
AP SMART SUPPORT
236 991 3060





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#71875 - 07/08/25 08:06 PM Re: Excel Direct & Receivables [Re: Patricia B.]
Samuel Kopstick Offline
Adagio Maestro

Registered: 06/15/07
Posts: 928
Loc: GTA & North America (Remote Su...
Excellent!
I did not recall that this has to be set in Company Profile.
Thank you Patricia for your assistance!
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

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