I want to create a pipeline report or search that shows our open sales orders, but only the amounts remaining to be billed, does anyone know of a way to do this?
n
Nick
08/31/2022, 6:46 PM
Try a Transaction search using Amount Unbilled.
j
Jesper M
09/01/2022, 12:47 PM
Sum that field or calculate a sum and group by document number