Saved Search for Bill Payments Made with Bill Applied

How to create a Saved Search to show list of Bill Payments made today with Bill numbers applied to it

Solution

1. Navigate to Lists > Search > Saved Searches > New
2. Click Transaction
   
3. Search Title: Enter a Search Title
4. Click the Criteria tab
5. Click the Standard subtab
6. Filters:
   
   • Select Type
     1. Type: is any of
     2. Select Bill Payment
   • Select Main Line
     1. Main Line: Select No
     
7. Click the Results tab
8. Click the Columns subtab
9. Fields:
   Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.
   
   • Select Date
   • Select Type
   • Select Document Number
   • Select Name
   • Select Account
   • Select Applied to Link Amount
   • Select Applied to Transaction
10. Click Save & Run