Saved Search to Show Purchase Orders And Invoices For Billable Items which have been Invoiced to Customers

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

2. Select Transaction link

3. Set the following under Criteria Tab > Standard Subtab:

• Type = Bill
• Billable = True
• Date: choose a date range
• Applying Link type = Reimbursements

 

• 4. Under Results Tab > Columns Subtab, add following fields (choose others based on your preference):

• Applied to Transaction  || Custom Label = Purchase Order number
• Applied to Link Type
• Applying Transaction || Custom Label = Invoice Created for Billable Costs
• Applying Link Type

 

    5. Enter a Search Title

    6. Click Save and Run