Friday, January 4, 2019

Saved Search to Show Open invoices with over xx days overdue

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

2. Click Transaction.

3. Under Criteria tab > Standard subtab, set the following filter fields:
----Type = is Invoice
----Main Line - is true
----Days Overdue = is greater than or equal to 45
----Status = is Invoice:Open

4. Under Results tab, User add or remove fields.

5. Click Preview or Save.

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