Hi All, in a workbook, is it possible to have a list of purchase orders and join the total billed and total received quantities (related records), then filter the related bills / receipts by date, so that the total billed/received reflect the billed/received numbers on the filtered related documents?

great question. I was thinking it would be available by joining "Related Transactions - Next" but similar to saved searches, I used "Related Transaction Lines - Next : Transaction & Transaction Line to expose the fields of the 'next' transactions. Hope that helps.