Monday, April 15, 2019

Saved Search to pull up Bill Credits with Unapplied Amount

 1. Navigate to Reports > Saved Searches > All Saved Searches > New, and select Transaction as search type.

 2. On Criteria Tab > Standard sub tab, please select the following:

            - Type = is Bill Credit

            - Amount Remaining = greater than 0.

 3. Name the search and hit Save & Run.

 Results will show the Bill Credits that still have Unapplied amount.

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