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Help on saved search
I am new on this, I must be stupid.
My A/R ask me to make some reports, I couln't do it.
1. Current credit limits against current account balance.
I want to create a saved search for {creditlimit}-{ballance}<=100
couldn't find the way to do it.
2. List customers in COD, 7 days, 30 days terms by groups. need Company name, Accountant role's name, Accountant role's phone number. ( we have created a role "Accountant"
I couln't find the "TERM" in the creteria field.
3. Separate write offs, pending credits, with collections, disputed amounts from the rest of the ledger.
No idea on this one.
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