Create a Saved Search to list all Finance Charges — Invoices

Create a Transaction Saved Search to list all Finance Charges – Invoices.1. Navigate to List > Search > Saved Searches > New2. Click Transaction3. Enter a Search Title4. On the Criteria tab > Standard sub tab > add the following Filters:    – Type = Invoice    – Finance Charge = Yes/is true    – Main Line = Yes/is true5. On the Results tab > Columns sub tab > add the following Fields or required columns:    – Date    – Type    –… Continue reading Create a Saved Search to list all Finance Charges — Invoices