Customer wants to create Saved Search Report for Billable Expenses and to show which are Billed and not yet Billed.
Navigate to Lists > Search > Saved Searches > New
Click on Transaction
On the Criteria tab add these Filter:
- Type : is Expense Report
On Results tab, add these Fields:
- Document Number
- Summary Type : Group
- Applying Transaction
- The Billable column will indicate if that particular Expense Report is billable to the customer or not.
- The Applying Transaction column will indicate the Invoice number used once the Expense Report has been invoiced.
- The Applying Transaction column will also indicate the Bill Payment transaction used to pay the Expense Report.