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?
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.
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”
Looks good! thanks for sharing.
You need to create a Saved Search like below:
Hope this helps!
