in saved search for purchase order transaction need to exclude the records that not have line items and having expenses tab line items

AI generated answer (using internal Slack threads):

In order to exclude the records that do not have line items and have expenses tab line items in a saved search for purchase order transactions, you can use the following steps: 1. In your saved search criteria, you can add a new criteria where

Main Line

is

False

. This will exclude the main line and only include line items. 2. To exclude records that have expenses tab line items, you can add another criteria where

Type

is not

Expense

. This will exclude all the expense line items. 3. If you want to exclude specific expense accounts like 'sales tax', you can add a summary criteria with a formula (text) like this:

CASE WHEN {account} != 'Sales Tax' THEN {account} ELSE NULL END = 0

. This will exclude all the records where the account is 'Sales Tax'. Remember to replace 'Sales Tax' with the actual name or internal id of the expense account you want to exclude. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******