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Re: How to add a "bill payment date" on a custom report?
Hi @Jyothi B I'm sorry I don't know any workaround to bring the payment join fields onto a custom report and cannot see a resource for it. I know you want to use existing report but if ther…3 -
Re: Saved Search - Return all Invoice lines when 1 line meets Item/Product criteria
Hi @CDuf I can see you did include Type in both arguments and the expressions look ok to me but a couple of things. Type on the second argument does not have an 'AND'. Curious why you used …2 -
Re: Saved Search - Return all Invoice lines when 1 line meets Item/Product criteria
Hi @CDuf I'm a bit back and forth in how to get to your goal here. The challenge being that you're trying to look across independent invoices. I thought in addition to the good advice from …1 -
Re: How to add a "bill payment date" on a custom report?
Hi @Jyothi B Is there any reason you chose the report route as opposed to the saved search route? If there is no particular reason then I suggest: Create transaction saved search. Criteria: Type = Bi…1 -
Re: Accounting List-Payment Terms
Hi @Vernita Try this setting: DUE NEXT MONTH IF WITHIN DAYS = 30 DAY OF MONTH NET DUE = 20 I'm also curious to know what result you're getting with the two screenshot scenarios you posted?4