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?

Rookie Asked on January 15, 2020 in Saved Searches.
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2 Answer(s)

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.
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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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