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A/R Register saved search

edited Jun 2, 2025 2:27PM in Ask A Guru 7 comments

Hello!

I'm looking to see if it's possible to re-create A/R Register Saved Report into Saved Search format?

The main data we are trying to achieve from A/R Register is "Balance" column as we would like see customer's historical balance for each A/R related transactions. This data is from Transactions: Amount (Gross)



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