On a SAVE SEARCH – A/R SUMMARY  showing 1 – 30 Days | 31-60 Days | 61 – 90 Days| How do I update user notes.  Currently it adds all individual user notes and added the dollar ($) amount as well.  So if there are 3 notes on the individual invoice the amount gets multiplied by 3.

Any help would be greatly appreciated.

Rookie Asked on June 23, 2021 in Accounting.
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Could you please share some screenshots of how your Saved Search is set up.



Intermediate Answered on June 24, 2021.
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