Is there any easy way to create a transaction save...
# generalb
Boris Yasen
04/05/2023, 3:00 PMIs there any easy way to create a transaction saved search to export similar to statement data please?
But it should includes Customer Deposit. As a default it doesn't contain that Customer Deposit
m
MGBC
04/05/2023, 3:22 PMYes create a transaction saved search with Posting = T and Account = Accounts Receivable
MGBC
04/05/2023, 3:23 PMAlso make sure the Billing Status status is set to Open (unless you'd like to include closed transactions)
MGBC
04/05/2023, 3:23 PMYou can use this article to create a "running balance" column
MGBC
04/05/2023, 3:24 PMI've never attempted the running balance but I know people have been successful with it
b
Boris Yasen
04/05/2023, 3:24 PMThank you @MGBC what about these columns?
Boris Yasen
04/05/2023, 3:24 PMcan we do that in one saved search?
Boris Yasen
04/05/2023, 3:25 PMnot Open Transaction only
m
MGBC
04/05/2023, 3:27 PMYes you would use formulas like CASE WHEN {today} - {duedate} > 0 AND {today} - {duedate} < 30 THEN {amount} END. Then give that a column label of 1 - 30
MGBC
04/05/2023, 3:27 PMRepeat that formula for 30 - 60, 60 - 90, etc
b
Boris Yasen
04/05/2023, 3:27 PMThank you @MGBC
m
MGBC
04/05/2023, 3:29 PMAlso if you click this button (and you are familiar with FreeMarker and HTML) you can turn your saved search into a nice printable PDF
MGBC
04/05/2023, 3:29 PMmessage has been deleted
MGBC
04/05/2023, 3:30 PMb
Boris Yasen
04/05/2023, 3:31 PMThank you
m
MGBC
04/05/2023, 3:32 PM👍
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Luis
04/08/2023, 1:47 AM@MGBC how is this being sent to the customers? Do we need to build something custom because we can't use anymore the standard Customer Statement pages? Thank you.
m
MGBC
04/10/2023, 1:08 PMYou can use the print button on the saved search to export it as a PDF. You can also add a link (in an inline HTML field) to the saved search and all the parameter &pdf=T to the end of the URL and it will load the search as a PDF
MGBC
04/10/2023, 1:08 PMIt can't be used to print/email automatically with any functions unless us script it to do that
l
Luis
04/10/2023, 10:35 PMGot it. Thank you
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