Good Day,
Is there an option that can be used in Smart List (Financial) to return the check number associated with a payment?
Thank you
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You can create new smartlist from smartlist builder with custom view.
For payables or receivables?
It is for Payables.
Dexter,
For Payables, the check number is the 'Document Number'. So on the Account Transactions SmartList you can add the Originating Document Number column to see it.
Thank you...This worked perfectly!
Thank you for the guidance.
Hi Victoria, how about for receivables? can you please help?
Angela,
I do not believe the check numbers from Receivables is ever brought over to the General Ledger, so you would have to create a custom SmartList to be able to see this under the GL.
thank you Victoria, can you please point me to where I can find information on how to create a custom SmartList?
I love your blog btw, it is so easy to follow and it has saved me so much time! So thank you for that too!
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