PaulJ
02/19/2025, 8:28 PMCeligo AI
02/19/2025, 8:28 PMAI generated answer (using internal Slack threads):To build a saved search of bill payments that shows a line for each bill paid and also displays the discount amount applied, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction as the type of search. 3. On the Criteria subtab, set the following filters: - Type is Bill Payment - Main Line is False (this will give you each line of the bill payment) 4. On the Results subtab, add the following columns: - Name (this will give you the name of the vendor) - Document Number (this will give you the bill payment number) - Amount (this will give you the amount paid) - Discount Amount (this will give you the discount applied on the bill payment) 5. Save the search. Please note that the Discount Amount field will only show data if a discount was applied to the bill payment. If no discount was applied, this field will be blank. Also, you might need to join other fields depending on your specific requirements. For example, if you want to see the bills that the payment was applied to, you can add the 'Applying Transaction' field to the Results subtab. ****** 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
02/19/2025, 8:29 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.848906219
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847510159
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837719798
Celigo AI
02/19/2025, 8:29 PM