hello,
I am wanting to pull up a report of old and new invoices with a specific name that is mentioned in the invoice.
is there away that this can be done please?
thabk you team
Hi Lisa.
I will give this ago and let you know .
Thabk you!
Hi
Have you tried 'find transactions'
This appears along the bottom of the command centre screen. Second along after TO do list
There are several tabs to choose from and if you go into the advanced filters there are different fields you can fill in to limit your search .
The resulting search can then be printed.
Depending on what the specific name that you are searching for actually is there could be a better report that you could export to excel if needed. eg Customer Sales History
Hope that helps
Lisa
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