hi all, i'm trying to generate a workbook/dataset/query to show me any journal entry line connected to an amortization schedule, and return specific information from that schedule - like the transaction it's created from (Vendor Bill). so far i'm not able to do this, has anybody been able to?

I was thinking that even though it's not visible, the Created From field (or maybe Applied to or Applying) on Amortization JEs will show the originating transaction. If not, does the join from a transaction search>Amortization schedules not get you what you need? Due to the join limitations on searches, you may have to start with an Amortization Search and then join from there to both the bill and resulting JEs, but I think one way or another you should be able to get there.

Thanks - can definitely get there with multiple queries/searches, was trying to do it in one. Also this is a multibook environment so that may absolutely cause issues

Excluding Multibook, you should be able to get there in one search/query with the above info. With Multibook....might be trickier. I would think you could get there in a single report using Workbooks though. Maybe even with searches. I can't remember what all wrenches MB tosses in, but I know it causes headaches.

ah - mostly because i need to get to the line level of the JE (i left that part out i think so you didn't know it) - though i may try again to confirm that