Hi, I need to create a saved search to pull the re...
# accounting
n
Hi, I need to create a saved search to pull the revenue that has been recognized for each invoice. Where I can pull the revenue amount from the invoice record or will it be from the Revenue Arrangement? Please let me know the steps. Thank you in advance.
c
Search on Revenue Arrangements, not invoices. Use search type "Revenue Arrangement" with columns like "Recognition Amount" and "Period End Date". You can add invoice details by including "Invoice : Internal ID" in your results to tie back to specific invoices.
n
@christianRILECPQ I couldn't find "Recognition Amount" and "Period End Date" fields in the RA search.