Scenario

User wants to pull out the date when an expense report was actuallypaid.

Solution

1. Go to List > Search > SavedSearches > New
2. Click Transactions
3. On the Criteria tab, set the following:
   • Type = is ExpenseReport
   • MainLine = is true
   • Status = is ExpenseReport: Paid in Full
   • SystemNotes: NewValue = starts with Paid in Full
     
     Note: You may add other fields as necessary
4. On the Results tab, set the following:
   • Document Number
   • System Notes: Date
   • System Notes: New Value
     
     Note: You may add other fields as necessary
5. Enter Name for the Search
6. Click Save & Run button