Show Foreign Currency Amount, Tax and Total on Invoice Saved Search

Scenario

Create a Saved Search that will show Foreign Currency Amount, Tax and Total fields from the Invoice.

 

Solution

1. Navigate to Lists > Search > Saved Searches > New
2. Click Transaction
3. Search Title: Enter Title
4. Click Criteria tab > Standard subtab
5. Add filters as below:

• Select Type

1. Type: Select any of
2. Invoice
3. Click Set

• Select Date

1. Date: Select within
2. Select last month or any needed period
3. Click Set

• Select Subsidiary

1. Subsidiary: Select any of
2. Choose subsidiary 
3. Click Set

• Select Tax line

1. No: Enter Checkmark
2. Click Set

• Select Main Line

1. No: Enter Checkmark
2. Click Set

• Select Shipping Line

1. No: Enter Checkmark
2. Click Set

6.Click Results tab > Columns subtab

7.Add fields as below:

• Date
• Document Number
• Name
• Currency
• Exchange Rate
• Amount (Foreign Currency) 
• Formula (Currency) | Formula: Enter {taxtotal}/{exchangerate} | Custom Label: Enter Tax Amount
• Formula (Currency) | Formula: Enter {totalamount}/{exchangerate} | Custom Label: Enter Total Amount.

8.Click Save & Run