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How to create a saved search to link Deposit (DEP) to Customer Deposit (CD)?

edited Jan 15, 2026 8:52PM in Ask A Guru 3 comments

Hello Gurus,

This seems to be a straightforward saved search, but I could not figure it out.

A deposit transaction shows related payment information as below:

How can I create a save search to display the deposit transaction and the associated payment?

I was able to create a saved search to display payment and its associated deposit (using applying transaction), but not the other way around.

Thanks,

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