Thursday, October 4, 2018

Expose Tax Rate on Transaction Search

1. Navigate to Lists > Search > Saved Searches > New > Transaction

2. Criteria tab > set the following as filters:
* Type = e.g. Invoice
* Account = choose the Income Account set in Item records.

3. Results tab > add the following field as columns:
* Formula(Percent)
* Formula field: type in the formula:
ABS(({taxamount}+{netamount})/nullif({grossamount},0)-1)

4. Save & Run or Preview

This request is tracked under Enhancement 177183

 

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