Saved Search that shows all the invoices that are related to a project record means I want an invoice that is present in the project record in related record subtab in the transaction tab. So how can I do this?
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AI1
07/13/2022, 12:44 PM
On the invoice you want to use the Job(Main) or Project (Main line) record as your filter
AI1
07/13/2022, 12:45 PM
Oops I mean the field on the invoice is Job (Main) or Project (Main line). You will see that in saved searches