RE: Saved Search To Pull In Transactions Paid/Paying Today

When a transaction is paid (invoice) or a transaction is paying (payment) the ‘Last Modified Date’ is not updated. What date field can be used in a transaction saved search to retrieve only those transactions that were paid or paying in a given time frame?

jvwilbur Rookie Asked on January 15, 2020 in Saved Searches.
Add Comment
2 Answers

Thank you Ritika for your reply. I did some digging of my own and found this to be the solution: applied to transaction : Line Last Modified (Date Line Last Modified) or applying transaction : Line Last Modified.

RE: Saved Search To Pull In Transactions Paid/Paying Today


RE: Saved Search To Pull In Transactions Paid/Paying Today


RE: Saved Search To Pull In Transactions Paid/Paying Today


RE: Saved Search To Pull In Transactions Paid/Paying Today

The second line lst modified in SS results is “Applied to transaction : Line Last Modified” and the Date field after it is “Created From : Date”

Rookie Answered on January 20, 2020.

Looks good! thanks for sharing.

on January 20, 2020.
Add Comment

Your Answer

By posting your answer, you agree to the privacy policy and terms of service.