saved search that concatenates the invoice number with the currency for each customer

1. Saved Search Setup:

• Type: Transaction

2. Criteria:

• Type: Invoice
• Customer/Internal ID: Add any specific customer filters if needed (optional).
• Main Line: Set this to False to include line-level data.
• Status: You can add this filter if you want to include/exclude specific statuses (e.g., open, paid).

3. Results:

• Customer:
• Field: Customer
• Summary Type: Group (if you’re grouping by customer).
• Formula (Text):
• Formula:

     CONCAT({tranid}, ' - ', {currency})

• Label: “Invoice Number – Currency”
• Summary Type: Maximum or Group (depending on your need). If you use Maximum, it will display the latest invoice with the currency; if you use Group, it will list all concatenated results.
• Transaction Date (optional):
• Field: Transaction Date
• Summary Type: Maximum (if you want to show the latest invoice date).
• Amount (optional):
• Field: Amount
• Summary Type: Sum (to show the total invoice amount per customer).

4. Optional: Filter Results to Show Only Customers with Multiple Invoices:

• Criteria:
• Add a summary filter:
• Count of Internal ID > 1 (This will filter customers who have more than one invoice).

5. Final Setup:

• Review your results and adjust columns as needed.
• Save and Run the search.