Transaction Saved Search that Shows Unmatched Bills, Item Receipts and Journals posted to the Inventory Received Not Billed account

1. Using an Administrator role, navigate to Lists > Search > Saved Searches > New.

 

2. On the list, click Transactions link.

 

3. Set the following configurations under:

 

- Criteria tab > Standard sub-tab:

     Account = Inventory Received Not Billed

 

- Criteria tab > Summary sub-tab:

     Summary Type = Sum

     Field = Amount

     Description = is not 0.00 (Amount = not equal to; Value = 0.00)

 

- Results tab:

     Sort By = Created From

     Check the Show Totals check box

     Add Created From field and set Summary Type = Group

     On the Amount field, set Summary Type = Sum

     Users can add or remove other fields from the list as long as the Created From and Amount fields are kept

 

- Available Filters tab:

     Select Date field > Show in Footer = Yes

 

4. Change the Search Title.

 

5. Click Save & Run.