Invoice Text Filter Search
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
Forum Discussion
Hi again
try this
go to reports
bank transactions
select the dates you want
in customise , down the bottom is an empty box with a dropdown box
select name
payee
apply
refresh report
you then need to export to see the additional fields
hope this helps
Lisa
I have attached two files
one shows a spend money transaction , this is to show you that there is a contact name in the transaction
The next is the excel spreadsheet exported from the gl report with all customised fields included,so you can see what field is found where.
I have limited the dates to pick up the example
Hope this helps you
Lisa
