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Saved Search > Bills' Aging Details

edited May 26, 2022 8:04AM in Search / Reporting

Sometimes, when creating a Saved Search we tend to think of creating a formula immediately hence we overlook the native fields available on a Saved Search Report. (I am guilty of this! 👀) Here's a simple Transaction Saved Search to show the following:

  • Bill Date
  • Due Date
  • Payment Date
  • Days Aging
  • Days Paid Late (Payment Date - Due Date)
  1. Navigate to Lists > Search > Saved Searches > New
  2. Select Transaction
  3. Rename the Saved Search
  4. Under the Criteria tab, add the following filters:
    1. Type = Bill
    2. Main Line = True
  5. Under the Results tab, add the following fields:
    1. Name | Custom Label: Vendor Name
    2. Document Number
    3. Date | Custom Label:

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Dominica Sevilla - Oracle | OTC / P2P / ASB Guru

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