Friday, May 10, 2019

Saved Search > Display Amortization Account Used in a Bill Transaction


To display the Amortization Account in use relevant to a Bill Transaction in a Transaction Saved Search, you may include the Amortization Schedule : Destination Account Column as part of your search results.


• Navigate to Lists > Search > Saved Searches > New > Transaction.
• Set filter : Type = Bill under the Criteria tab > Standard sub tab
• Add Amortization Schedule : Destination Account as a column under the Results tab > Columns sub tab.

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