Step One: Create a custom transaction field. Type = List/Record List/Record = Customer Store Value = Checked Applies to: Sales (any other transactions you deem necessary) Display. Subtab = Main Display Type = Normal or Inline (your choice) Help = This field’s value is sourced from the client record (some other explanatory text) Step Two:… Continue reading Add customer list as filter in Saved Search
Tag: customer filter
Not Showing some Journal Entry lines on applying Customer filter in Income Statement
When applying a customer filter to the income statement, some journal lines are not showing in the income statement. Also, some accounts are showing 0 expenses even if there are entries for that account in the journal entry. This is because, in the journal entry lines, we can enter not only customers but vendors as… Continue reading Not Showing some Journal Entry lines on applying Customer filter in Income Statement