Tafara · Mr · Bronze Trophy

Hi @User_LAGAM I struggled a bit to understand what you need. So I have mocked up a search to illustrate what I think you are asking. So I understand that in a transaction saved search you want to re…

Hi @Shamaine Chan-Oracle and @eleran So I had no summary types on this saved search. I should have really showed my results screenshot to in the beginning. Ran the search mins ago and everything seem…

I created a transaction saved search to look at bills that have a payment applied but somehow some bills are duplicated on the results. I am reporting on two types of vendors 'Limited Company As…

Hi @JoshPNW You want to set your transaction saved search criteria to: Type = Invoice Applied To Transaction = None

Hi @Shamaine Chan-Oracle I wasn't sure what the full setting was you advised so i removed my Criteria tab Applying Transaction, and replaced with Criteria tab Applied to Transaction fields> D…