SCENARIO:
The Client requires to a report where they can see a bill and its related attachment and folder in which attachment are kept.
SOLUTION:
Create a Saved Transaction Serach:
- Navigation: Report>Saved Search>New
- Select type of search: Transaction.
Once the transaction search page opens:
In Criteria provide following details
- Type: Bill
- Date: This year
- Mainline: True
In Results provide following details:
- Date
- Period
- Type
- Document Number
- Transaction Number
- Subsidiary
- name
- Memo
- File fields: internal ID
- File fields: name
- File fields: Folder
- File fields: type
Provide a name for the report and click on Save and run button.