Scenario
Customer wants to create Saved Search Report for Billable Expenses and to show which are Billed and not yet Billed.
Solution
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Navigate to Lists > Search > Saved Searches > New
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Click on Transaction
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On the Criteria tab add these Filter:
- Type : is Expense Report
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On Results tab, add these Fields:
- Date
- Period
- Document Number
- Name
- Account
- Memo
- Amount
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Billable
- 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.