Expose Check Number of Payment Deposited (Cash Sale or Invoice) in a Deposit Transaction Search When Payment Method is Check

In a Deposit Transaction Search expose the check number of the payment deposited (Cash Sale or Invoice) when the payment method is Check please follow the steps below:

1. Navigate to Reports > Saved Searches > All Saved Searches > New.

2. Click on Transaction

3. On the Criteria tab > Standard subtab

-Type = Deposit

 

4. On the Results tab > Columns subtab
- Add the field PO/Check Number

5. Enter a Search Title

6. Click Save & Run