Tine Reynoso
08/29/2024, 6:15 PMCeligo AI
08/29/2024, 6:15 PMAI generated answer (using internal Slack threads):To create a saved search for bills with no applied payment, 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, set the following filters: - Type is Bill - Main Line is True - Applying Transaction is empty (this will filter out bills that have no payments applied) 4. In the Results subtab, you can select the fields you want to display in your search results. Please note that Bill Payments and Bill Credits are not directly linked in saved searches. Even though you choose a credit to apply when making a bill payment, the credit has no association with the payment. It's actually being applied to the bill. If you want to capture both Bills and Bill Credits in the same search, you might want to use SuiteAnalytics Workbooks to do some joins back and forth. ****** 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
08/29/2024, 6:15 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.840298593
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838631451
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.838131189
Celigo AI
08/29/2024, 6:15 PM