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Create a Saved Search That Will Show Undeposited Funds That Are Not Yet Deposited

in Accounting / ERP 5 comments

HI,

We followed the answer 90395 to create a saved search that will show undeposited funds that are not yet deposited. However, it does not account for customer refunds and maybe that's why the search shows different amount compared to, if you go to transactions - bank - make deposit - new - check all of the transaction in that list, amount.

What criteria should be selected in a saved search to show accurate list of transactions that are not yet deposited?

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