
I need to know if there is a Smartlist I can run that shows how credit memos are applied to invoices? I am currently going through a list of credits for a vendor but I need to provide them with backup to show how we applied the credits to open invoices on the account.
Is there a way to do this?
Hi,
There isn't a smartlist out of the box for this however if you are using eOne smartlist builder you can download samples from their website to create a custom smartlist which may work for you i.e.
If you select "Import from web" you'll get a list you can import (at the moment the service seems to be down for me when I check)
You could also use Victoria Yudin's excellent SQL views to base a smartlist on. This one looks like it would work for you https://victoriayudin.com/2008/10/22/sql-view-ap-apply-in-gp/
Hope this helps
Thanks
Gavin