Requirement:
We have a transaction saved search for type = ‘Payment’ and we are able to get all the information needed with the exception of Applied to Invoice field. Tried Applied to, Originating Invoice fields and no result. Is this a limitation or is there a way to get Applied to Invoice information for the Payment Document Transaction search.
Solution:
It seems we also had a criteria account type = ‘Bank’ and that’s the reason applied to transactions fields did not work.