HI, I am having some issues in getting a transaction search to work where I need to see payment details for bills, bill credits, CCard refunds and credit cards. Essentially I need to show the date and the payment reference #, along with the check #. I've tried using the Applied To... join but I just pull blanks. Any hints?

try comparing main line=true vs. main line=false

Perhaps try to open up the search by eliminating criteria, such as the transaction type in order to see what transactions do have payment details and then seeing what transaction types the Applying Transaction has. Also, sort by the payment details so that ones that have data come first. I imagine that it may look like the results are blank, but perhaps they are just several pages deep.

Thanks Kyle, George. Reducing the transaction types got me closer . I appreciate the assist!