Melvin
04/11/2025, 5:29 PMCeligo AI
04/11/2025, 5:29 PMAI generated answer (using internal Slack threads):To create a saved search for all payments not 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. In the Criteria subtab, set the following filters: - Type is Payment - Main Line is True - Applying Transaction is empty (this will filter out payments that have not been applied to any invoices) 4. In the Results subtab, you can select the fields you want to display in the search results. For example, you might want to include fields like Date, Name, Amount, etc. 5. Save the search. This will give you a list of all payments that have not been applied to any invoices. You can further customize the search criteria and results to suit your needs. ****** 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
04/11/2025, 5:29 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.810355246
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.810283065
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.805874646
Celigo AI
04/11/2025, 5:29 PM