Thursday, October 18, 2018

Show Amortization Start and End Date on Transaction Saved Search

The Amortization Start date and End date on a bill also uses the fields 'Rev. Rec Start Date' and 'Rev. Rec End Date'. You can use these two fields on the Transaction Saved Search to show the start and end date as listed on the bill, provided you also have the Revenue Recognition feature. 

3 comments:

  1. THANK YOU! This helped me create a saved search that will identify expiring prepaids, and email the results to the relevant department head. You have saved me a great deal of time :)

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