Naama Lundgren
09/16/2024, 10:58 AMCeligo AI
09/16/2024, 10:58 AMAI generated answer (using internal Slack threads):To create a saved search for transactions that have no revenue arrangement created for them, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. In the Criteria subtab, add the following criteria: - Type: is Invoice - Applying Transaction Type: is Revenue Arrangement - Applying Transaction: is empty 4. In the Results subtab, add the fields you want to display in the search results. For example, you might want to include fields like Transaction Number, Customer, Date, Amount, etc. 5. Name your search and save it. This search will return all invoices that do not have a revenue arrangement applying to them. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
09/16/2024, 10:59 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.855171084
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840480566
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820855379
Celigo AI
09/16/2024, 10:59 AM