NSC | Saved Search > Show Invoice and Customer Payment Field

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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