hello, working on a saved search to report back any bills where the communication-messages fields are blank so that we can go back and invoice the clients. i'm assuming i need to start this by searching for any invoice transactions where the communication field is blank, but i'm not sure what search type to start with. any guidance?

If messages are truly the only way to tell that clients haven't been invoiced, there's already something wrong with the process I would think. I'd consider some kind of identifier on the invoice itself that can be set when you generate your email/pdf. I would avoid trying to obtain BI through messages.

this would need to be done via a workflow right?

workflow, script. you would want an automated solution. can't count on users to do that

right

you might still want to try and report on invoices with no message, but that's more of a stop gap maneuver than a proper process

this may be a custom thing for us, but we consider bills as payables, and invoices as receivables, which are what i'm worried about. i've only been working with NS for a month, so not sure what is custom to us in NS versus the standard lol

this seems to work ok for criteria. probably need a date range at least

lol