Scenario
User wants to create a Saved Search showing unapplied Customer Deposits.
Solution
1. Navigate to Lists > Search > Saved Searches > New
2. Select Transaction
3. Enter Search Title
4. In the Criteria tab > Standard subtab, Add the following filters:
- Type
- Select Customer Deposit
- Select Main Line
- Set to False
- Select Applying Transaction
- Set to is any of, Select – None –
Note: Always click Add once Field selected and adjusted as needed.
5. Click Results Tab
6. In the Columns subtab, Add the following fields:
- Status
- Document Number
7. Click Save & Run