How can I create a saved search that shows which invoices credit memos are applied to and how much is applied to each invoice?

AI generated answer (using internal Slack threads):

To create a saved search that shows which invoices credit memos are applied to and how much is applied to each invoice, 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 = Invoice - Applying Transaction : Type = Credit Memo - Applying Transaction : Main Line = Yes - Applying Transaction : Applying Link Amount > 0 4. In the Results subtab, add the following fields: - Name (Group) - Document Number - Applying Transaction : Document Number - Applying Transaction : Applying Link Amount This will give you a list of invoices, the credit memos applied to them, and the amount of each application. Remember to set the 'Main Line' filter to 'Yes' for the 'Applying Transaction'. This is because the 'Main Line' field distinguishes the main transaction line (which represents the transaction total) from the item lines and other subsidiary lines. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******