Friday, July 5, 2019

Create a formula to Pull up Total Tax Amount of Invoice if the Tax Line is set to True or else it should throw Zero

Create a formula that would pull up total tax amount of invoice if the Tax Line is set to True or else it should throw 0.

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

2. Under Criteria tab > Summary sub tab:

· Type = Invoice

· Tax Line = True

· Account Type = Other Current Liability

3. Under Results tab > Columns sub tab > Add/Remove the Fields depending on the requirements and add below formula column:

· Formula (Numeric) | case when {taxline} = 'T' then {taxtotal} else 0 end

4. Rename the search and hit Save and Run.

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