Sunday, December 2, 2018

Bill Payment Saved Search which Displays Payment Date and Check Number

1.    Navigateto Lists> Search > Saved Searches > New

2.    Click Transaction  

3. Name the Search

4.    Onthe Criteria tab > Standard sub tab, select the filter:
          *Type = is Bill Payment

         *Main line = true

5.    Onthe Results tab > Columns sub tab, select the fields:

         *Name (the Payee)

         *Account (the Bank Account)
         *Document Number (the Check Number)

6.    Hit Save or Save & Run.

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