how to create a saved search that returns invoices...
# ask-stanley-ai
n
how to create a saved search that returns invoices that have contains an item in its lines
c
AI generated answer (using internal Slack threads):
To create a saved search that returns invoices that contain a specific item in its lines, you can use the "Item on any line" criteria in the criteria of the saved search. Here are the steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the "Transaction" type for the saved search. 3. In the "Criteria" subtab, add a new filter. Select "Item on any line" from the dropdown list. 4. Set the operator to "any of" and select the item you are interested in. 5. In the "Results" subtab, add the fields you want to display in the search results. For example, you might want to include "Name", "Document Number", "Date", "Item", etc. 6. Save the search. This will return all invoices that contain the specified item on any line. If you want to display only specific lines in the results, you can use formulas in the "Results" subtab to filter out the lines you don't want. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.852329731
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.835719466
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834992945
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