PF
09/05/2024, 3:52 AMCeligo AI
09/05/2024, 3:52 AMAI generated answer (using internal Slack threads):Based on the conversations, it seems that you can create a saved search to pull invoices that do not have any messages. You would need to create a transaction-based saved search and add a criteria to exclude any invoices with messages. Here is a step-by-step guide on how to do this: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. In the Criteria subtab, select the field 'Message' and set the condition to 'is empty'. 4. In the Results subtab, select the fields you want to display in the search results. 5. Save the search. This will give you a list of invoices that do not have any messages. Please note that this method assumes that the 'Message' field is used to track whether an invoice has been sent to a customer or not. If your organization uses a different method to track this, you may need to adjust the search criteria accordingly. ****** 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
09/05/2024, 3:52 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842068
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832953036
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.827567279
Celigo AI
09/05/2024, 3:52 AM