Hi,
I am trying to create an alert that will notify me when the Accounts Recievable balance changes. On the page within the dashboard there are three tiles: a data card that presents the total AR Balance, as well as two other tiles that displace AR by Client and then AR by Age. When I drill into the dashboard (click on the ellipses), I know it's difficult to see, but in the image below there is no "bell" icon to select to create an alert.
I'm guessing that the problem is that my data card is pulling from a field that includes a "date/time" component. Unfortunately, I am using a third party content pack for QuickBooks Online from which the only field I've selected for this card is the sum of "A/R Balance" so I'm not able to see the calc behind the field. That said, it's a numeric field and not a date/time field.
Is there another reason that I may not be able to see/access the ability to add an alert?
