Sunday, June 30, 2019

Saved Search to Pull Up Details of the -None- Category on Bill Payments Report

1. Navigate to Transactions > Management > Saved Searches > New

2. In the Criteria Tab > Standard subtab, set the following filters:

* Type is Bill Credit, Bill Payment
* Main Line is False
* Date is within (the period of the report)

3. In the Results tab > Columns subtab, add:

* Formula (Text) | NVL({vendor.companyname},{name}) | Summary type is Group
* Amount | Summary type is Sum

4. Hit Save or Preview

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