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NSC | Saved Search > Show Invoice and Customer Payment Field

edited Aug 22, 2025 9:52PM in Accounting / ERP

Scenario

User would like to show invoice field and customer payment field in Saved Search. They want to create a Saved Search like the attached sample column.

Solution

This can be achieved by creating a Transaction Saved Search with the following Criteria and Results:

1.Navigate to Reports > Saved Searches > All Saved Searches > New

2. Select Transaction search type

3. Under Criteria tab > Standard subtab > add: 

  • Type = Payment 
  • Applied to Transaction Fields... Type = Invoice

4. Under Results tab > Columns subtab > set: 

  • Applied To Transaction Fields...
    • Document Number
    • Date
    • Period

5. Provide a Search Title

6. Click Save & Run

This is how it would look like:

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If you find this information useful, let us know by reacting or commenting on this post!

Clarisa De Torres | Ask a Guru

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