Saved Search for All Credit Memo Showing the GL Account Impacted, the Status and Invoice Applied To for Fully Applied Credit Memo

1.     Navigate to Lists > Search > Saved Searches > New > Select Transaction

2.     Under the Criteria tab > Standard subtab:

•         Type = Credit Memo

3.     Under Results tab > Columns subtab:

•         Date

•         Type

•         Name

•         Status

•         Account

•         Status

•         Applied To Transaction fields…: Number or

•         Created From

4.     Click Save & Run