Users may create a transaction saved search to list their Finance Charges – Invoices.
Kindly have the following steps:
1. Navigate to Lists > Search > Saved Searches > New.
2. Click Transaction.
3. Provided a Search Title.
4. On the Criteria tab > Standard sub tab > Filters:
- Type = Invoice
- Finance Charge = Yes/true
- Main Line = Yes/true
- Date = user preferred date range
5. On the Results tab > Columns sub tab > add the following Fields:
6. Click Save & Run.