How to fetch Bank Deposit Date and Bank Deposit Number to a Deposit Application saved search

Firstly, we need to establish the relationship between Bank Deposits and Deposit Applications. In the context of a Saved search, the Bank deposit fields are the 3rd joint fields of the Deposit Application. This means that the Bank Deposit is created from the Customer Deposit, and the applying transaction for the Customer Deposit is the Bank Deposit.

To obtain the Bank Deposit number, utilize the ‘Applying Transaction’ field from the ‘Created from’ joint fields.

To obtain the Bank Deposit Date, use the ‘Date Deposited/Refunded’ field from the ‘Created from’ joint fields.

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