1. Navigate to Reports > Saved Searches > All Saved Searches > New
2. Choose Transaction link
3. Modify the Search title
4. On the Criteria tab > Standard subtab > set the following Criteria:
— Type is Sales Order
— Status is Sales Order: Billed
— Date | set date range for sales orders
— Main Line is false
— Billing Transaction Fields…Type is Invoice
5. On the Results tab > Columns subtab > add or remove fields as needed. The following fields may be used:
— Date
— Number
— Name
— Billing Transaction
— Amount
— Custom Label: SO Amount
— Billing Transaction Fields…Amount
— Custom Label: Invoice Amount
6. On the Highlighting tab > Highlight if… subtab:
> Condition > Click on the arrow icon to Set Description
— Filter: Formula (Text)
— Formula: Case When {amount} = {billingtransaction.amount} then ‘true’ else ‘false’ end
— Formula (Text) = contains
— On the space provided for = false
> Click on Set
> Choose Background Color
**On the Results, amounts that do not match will be highlighted.
7. Save & Run