Saved Search to Compare the Amount of a Sales Order and the Invoice Created from it

1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Choose Transaction link
3. Modify the Search title
4. On the Criteria tab > Standard subtab > set the following Criteria:
    -- Type is Sales Order
    -- Status is Sales Order: Billed
    -- Date | set date range for sales orders
    -- Main Line is false
    -- Billing Transaction Fields…Type is Invoice

5. On the Results tab > Columns subtab > add or remove fields as needed. The following fields may be used:
    -- Date
    -- Number
    -- Name
    -- Billing Transaction
    -- Amount
    -- Custom Label: SO Amount
    -- Billing Transaction Fields…Amount
    -- Custom Label: Invoice Amount

6. On the Highlighting tab > Highlight if… subtab:
> Condition > Click on the arrow icon to Set Description
    -- Filter: Formula (Text)
    -- Formula: Case When {amount} = {billingtransaction.amount} then 'true' else 'false' end
    -- Formula (Text) = contains
    -- On the space provided for = false
> Click on Set
> Choose Background Color
**On the Results, amounts that do not match will be highlighted.

7. Save & Run