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.
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2 Answers

You need to create a Saved Search like below:

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

Hope this helps!

Beginner Answered on January 17, 2020.
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