Saved Search to Display Open Invoices Due in Certain Number of Days From Today

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

 

2. Click Transaction.

 

3. Under Criteria tab> Standard sub tab> Filter, set the following:

- Type: Invoice

- Status: is Invoice: Open

- Due Date/Receive By: is on or before xx days from now [Choose (Relative) to have the option to set days from now]

- Main Line: is True

4. Under Results tab> Columns sub tab> Field, set the following:

- Date

- Type

- Document Number

- Name

- Due Date/Received By

- Amount

5. Rename Search Title.

6. Hit Save and Run.