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NSC | How to show Invoice lines that are taxable or with tax amounts in a Saved Search?



In some cases, users may need to generate an Transaction Saved Search to show the taxable lines in Invoices. Here's how you can do it:


1.) Navigate to Lists > Search > Saved Searches > New

2.) Select Transaction

3.) Under the Criteria tab of the Saved Search:

Type = Invoice

Main Line = False

Tax Line = False

Formula (Numeric)

Formula: CASE WHEN {taxamount} = 0 OR {taxamount} IS NULL THEN 0 ELSE 1 END

Formula (Numeric) = Not Equal to O


Note: You can add or remove the other filters, but make sure the Formula (Numeric) is there

3.) In the Results tab, you can add additional columns:

Amount (Tax)

Item

4.) Save and run your Saved Search

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