Saved Search to pull up Bill Credits with Unapplied Amount
Published on
January 31, 2024 at 9:03:24 AM PST January 31, 2024 at 9:03:24 AM PSTst, January 31, 2024 at 9:03:24 AM PST
Scenario
User wants to create a saved search that shows Bill Credits that have an unapplied amount.
Solution
Please follow the steps below:
Navigate toReports>Saved Searches>All Saved Searches>New
SelectTransactionas the search type
Under theCriteria tab > Under theStandardsubtab, please select the following:
Type= isBill Credit
Amount Remaining= greater than 0.Rename theSearch Titleand hitSave & Run.