Tuesday, June 4, 2019

Search to show Journal Entries posted to Accounts Receivables and linked to customers and if they are applied or unapplied

A. Navigate to Transactions > Management > Search Transactions > Create Saved Search
B. In the
Criteria tab > Standard subtab > add the following filters:
1.
Type is Journal

2.
Memorized is false
3.
Formula (Text) is not empty  then enter Formula {name}

4.
Account Type is Accounts Receivable
C. In the
Results tab > Columns subtab enter the following fields
1.
Date

2.
Number
3.
Name
4.
Amount
5.
Applied to Transaction
D. Enter a
Search Title
E. Click
Save & Run

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