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NSC | How to create a Project Charge Saved Search with Invoices?

edited May 18, 2024 12:40AM in Accounting / ERP


User is tasked with determining project charges that have corresponding invoices in their instance. They need to create a Saved Search that links project charges to invoices, allowing them to identify which charges have already been invoiced. Creating a transaction with charges is currently not possible so they opted to created


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

2.) Select Charge

3.) Under the Criteria tab and you can filter those charges with an Invoice:

Invoice Fields...Document Number not empty

4.) In the Results tab, add the following fields:

Invoice fields…Document Number

Invoice fields…Invoice Number

5.) Rename Search

6.) Save and Run

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