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• And more!
Check out this thread to learn more!
Customer Invoice Filter on Purchase Order Saved Search For Billable Items
I have a transaction saved search that shows me the purchase orders and expense reports with items Billable to customers and it works fine on the results side of things. My saved search even matches:
My issue is that I have included the Applying Transaction field as a filter on the saved search UI. This field shows client invoices correctly on the results but as a filter, it shows the bill transactions only. How can I make the Applying Transaction filter show the client invoices?
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