Hi, @Ryan Longenecker and @Synx -- What I'm looking to do is display the account number along with the full name. EG: "1010 Marketing Materials". When I put in the Income Account on the saved search, I only get the name (Marketing Materials). I did look for the ACCOUNTS... join, but that isn't an option on an Item search, it seems. Which is weird. That's why I was hoping I could use a formula to get both the account number and account name and display them together. But {incomeaccount.id} is the only thing I've been able to have success with, and that brings in the internal ID. I can't figure out how to use that formula to bring in both Account Number and Account Name.

Hey @Jason Zech If you're able to get a formula for the account number and a separate one for the account name, you can create a concat formula and join the two