Anyone have an idea of how to build a saved search...
# general
j
Anyone have an idea of how to build a saved search to show invoices that were open at a prior date. For example on the 1st of August i need the search to show all open invoices at that point in time.
o
@James Schwarz There is a Date Closed field that will tell you the date an invoice was fully paid, so thats one way. The other would be to actually join on Payments and compare their transaction dates to your target date
s
@Olivier Gagnon (DXC) That seems like it would only pull items that are closed currently... so it would miss items that are still open. I think you need to put a clause in there to pull Open Invoices that were created before 8/1 and also Closed invoices that the Closed Date is after 8/1. does that makes sense?
o
@Sean Murphy that is what I intended, except left the open part implied. So... yes, what you said
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