Thursday, June 6, 2019

Vendor Search to Show Last Transaction

1. Navigate to Reports> Saved Searches> All Saved Searches> New> Vendor.

2. Under the Results tab enter the following fields:

Field

Summary Type

Name

Group

Transaction Fields : Date

Maximum

Transaction Fields : Type

Group

Transaction Fields : Number

Maximum

3. Sort the search by Name (Vendor Name)

3. Add a title to the search and click Save.

 

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