Thursday, January 3, 2019

Filter Transaction Search by Amount (Tax) or Amount (Tax Total)

When creating a transaction search notice that the Amount (Tax) and / or Amount (Tax Total) fields are not available as filters that you can set under the Criteria tab> Standard sub tab.

To be able to set a criteria filter for Amount (Tax) and / or Amount (Tax Total) in transaction searches, use Formula (Numeric). Here you may select the above mentioned fields to be used as search filters. Below are sample Formula (Numeric) filters:

·         Filter=Formula (Numeric) | Description=is 0 | Formula={taxtotal}

·         Filter=Formula (Numeric) | Description=is greater than 0 | Formula={taxamount}

No comments:

Post a Comment