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  • Hello, I'm trying to do something similar to this. I'm trying to build a saved search that lists all expense report lines, with their associated line-level attachment. My search is main line = FALSE. When I add a File Name or any of the linked file fields, it blows out the search results, and puts every expense line with…
    in List Expense Report File Cabinet Attachements in saved-search Comment by kbrorman Jul 27, 2017 11:56AM
  • I'm only about 7 years late to this party, but this issue still persists when trying to do a simple saved search. That said, I was able to do a workaround to get the necessary results. Since the native Account field only pulls in the AR account when doing customer payment searches, you can access the bank account via…
    in A saved search that can display payment accounts??? Comment by kbrorman Aug 18, 2016 11:49PM