Sunday, May 12, 2019

Saved Search for Invoices with Tax Item but Zero Tax Amount

1. Navigate to Lists > Search > Saved Searches > New > Select Transaction.

2. Criteria tab > Standard subtab:

  • Type = is Invoice.
  • Tax Item = is none of "- Not Taxable -" and "none". This will ensure that a tax item is applied on the invoice.
  • Formula (Numeric); Formula= {taxamount} equal to 0.
  • Optional Date range may be added to limit results.

3. Results tab > Columns subtab, please add the following fields:

  • Date
  • Type
  • Number
  • Name
  • Amount
  • Tax Item
  • Formula (currency); enter formula: {taxamount}
  • Add/Remove other fields as desired.

4. Give the saved search a title and click Save & Run.

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