How can I create asaved search with the use of applied to/applying transactions so I can get all the relavant info on finalized transaction for invoices and returns? Need the relevant customer deposit reference ad the applying invoice reference.

AI generated answer (using internal Slack threads):

To create a saved search that includes both the customer deposit reference and the applying invoice reference, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of record you want to search for. In this case, select 'Transaction'. 3. In the Criteria subtab, add the following filters: - Type = Invoice - Mainline = True 4. In the Results subtab, add the following fields: - Document Number - Applying Transaction : Document Number - Applying Transaction : Type - Applying Transaction : Amount This will give you the document number of the invoice, the document number of the transaction that is applying to the invoice, the type of the applying transaction, and the amount of the applying transaction. If you want to see the customer deposit reference, you can add the following field in the Results subtab: - Applied To Transaction : Document Number - Applied To Transaction : Amount - Applied To Transaction : Date Remember to change the Type to 'Customer Deposit' in the Criteria 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. ******