This topic contains 1 reply, has 0 voices, and was last updated by JCirocco 7 years, 5 months ago.

  • Author
    Posts
  • #7041 Score: 0

    lcorn
    • Contributions: 0
    • Level 1

    I’m trying to create a Cash Forecast by Department. I need Bill Payments and the related Bills, with Departments charged on the bills. I can’t see how to create a saved search and pull “related record” detail. Any suggestions? The AP Payment History Report is great, but I can’t seem to pull the Department info from the individual Bills included in the Bill Payment. Any advice would be most appreciated
    This is a cached copy. Click here to see the original post.

  • #7042 Score: 0

    JCirocco
    • Contributions: 0
    • Level 1

    It would be a transaction search type=Bill Payment. I believe the join to the Bill is either the Applied To… or Applying… Records. I always have to select each as I always forget which to use.

You must be logged in to reply to this topic.