Share
ReportI wanted to pull paid invoices alone. I tried to find the service methods for the same but couldn't find.Please help me.
*This post is locked for comments
You’re offline. This is a read only version of the page.
70
I wanted to pull paid invoices alone. I tried to find the service methods for the same but couldn't find.Please help me.
*This post is locked for comments
Keep in mind that you can have paid RM invoices that are in the open file as well as history. Paid RM invoices will not move to history until the Paid Transaction Removal routine is performed. You can analyze RM invoices by looking at the Current Transaction Amount = 0, as this field is essentially an open balance field.
For AP Invoices:
1. Open payble transactions list in smartlist(Tools-->Smartlist). In smartlist choose (Purchasing--Payable Transactions).
2. Double click the payable transaction.
3. In search payable transaction window, set Document Type is equal to Invoice in definition1
4. Click Column button and click add button to choose the documetn status column to this smartlist.
5. Set Document Status is equal to History and click ok to view the paid invoices details alone.
For AR Invoices:
Do the above same steps in in smartlist(Tools-->Smartlist). In smartlist choose(Sales--> ReceivableTransactions).
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,214
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (