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Payment search filtered on Applied Invoice Items

edited Jan 3, 2020 1:20AM in Search / Reporting 2 comments

I just found a rather unpleasant bug in one of my searches

It's a Transaction search filtered to Invoices containing two specific items.  The search reports the % paid (formula).

We use Payments linked to write off accounts to write off customer balances and bad debt.  Do you see where this is going?
Yep, the write off payments are causing the search to report 100% payment on Invoices that have actually been written off.

After my damage assessment I determined that it actually wasn't skewing the numbers "too bad" but bad enough I need to resolve it.  I figured I would change to a summary search on Payments where I could filter on Payment.Account and use the Applied Transaction link to filter on my two required items.  In other words:

Steve Klett | Senior Developer
NetValue Technology

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