Saturday, June 22, 2019

Search that Shows Invoices created the Previous Day

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

2. In the Criteria tab > Standard subtab add the following fields:

Filter                     Description

Type                     is Invoice

Date                     is on yesterday

3. In the Results tab> Column sub-tab add the following:


Created From

Created From Fields: PO/Check Number

You can add or remove any results fields that you deem necessary.

4. Rename the search and click Save & Run.

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