1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Select "Amortization Schedules"
3. Under the Criteria tab, you set Date = (specific date of the source transactions, this is optional)
Under the Criteria tab, Journal: Number = is not empty
4. Under the Results tab, you added the following fields and set their Summary Type to Group:
Date
Schedule Name
Source Transaction
Template Name
Amount (Schedule Total)
Remaining Deferred Balance
Total Amortized
Destination Account
5. Put in a Search Title
6. Click Save and Run
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