GM fellow NS Users! I'm trying to create a saved search specifically looking for Payments that have not been completely applied (and also Customer Deposits) - what field am I looking for to find the Unapplied amount and also the details for the Applied amounts?

You should use field amount remaining for this.

How about for customer deposit?

Customer Deposits are kind of their own monster since they apply differently (via Deposit Appl) compared to other transactions. I believe Amount Remaining doesn't apply to CDs, which is probably what you're asking right? I believe in the past, I've had to do a grouped search summarizing Deposit Application(s) applied against the CD. This can be done via the Applying join. You then take max(CD amount)-sum(applying amount) where the applying amounts is the total of all the Dep Applications.

Thanks much! Yes, difficult to navigate since customer deposits are a whole different monster than payments. I've not done a join before - is that through a formula long with the max and sum you are referring to?

Below is how I did it. It's the results tab. Only criteria I had were Type=Customer Deposit and Posting=Yes. The joins are the fields with the (...) after them way at the bottom of the field list shown in the first screenshot. Good luck!

Thanks again!

You have to use the Applied to ... join for get details of what's the CD applied to and the remaining (not applied) amount