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Saved Search Problems since New Release

edited Dec 13, 2019 11:39PM in General

Has anyone else had problems with getting the payment method to show up in a saved search since the new release?

On one line, I had the SO Date, SO #, Pmt Method, Cash/CC Sale #, and Cash/CC Sale Date.  Since the upgrade, this is no longer works for SO's with a Payment Method (rather than terms).  It does still work for SO's with Terms.

If I filter the search to only show SO's with a Payment Method, it doesn't return any of the billing info.  If I filter it to only show SO's with a billing transaction, it doesn't return the payment method.

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