Saved Search for Bill Payments Made Today with Bill Numbers Applied

The following instructions will generate a list of Bill Payments and the Bills these payments were applied to:

1. Using an Administrator role, navigate to Lists > Search > Saved Searches > New.
2. Click the Transaction link.
3. On the Criteria tab > Standard sub-tab, Add the following Filters: 
• Type is Bill Payment.
• Date is within Today.
• Main Line is No (False).
4. On the Results tab  > Columns subtab, ensure that at least the following Fields are Added:
• Date.
• Type.
• Document Number.
• Name.
• Account.
• Amount.
• Applied to Transaction.
• Add or remove additional fields as per preference.
5. Click the Save & Run button.