Pull invoices in specific account
Hello!
This seems like it should be a simple thing, but I can't figure it out. I want to pull all the invoices in a specific account, not all the transactions. There have been a lot of adjustments to the account I am looking at, so looking at account activity and seeing all of the transactions is not helpful. I just want to view all of the invoices that are under that account, not the adjustments. Any help would be greatly appreciated!
0
Comments
-
@Margaret Gonzalez
I'd use an invoice query. You can define the account/projects/t codes under the criteria for account distribution. This way in the invoice query you're only results are invoices, not all transactions if you're currently using a Transaction query in GL.0
Categories
- All Categories
- 6 Blackbaud Community Help
- 212 bbcon®
- 1.4K Blackbaud Altru®
- 399 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 360 Blackbaud eTapestry®
- 2.5K Blackbaud Financial Edge NXT®
- 654 Blackbaud Grantmaking™
- 571 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 939 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.6K Blackbaud Raiser's Edge NXT®
- 3.7K SKY Developer
- 248 ResearchPoint™
- 119 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 240 Member Lounge (Just for Fun)
- 34 Blackbaud Community Challenges
- 34 PowerUp Challenges
- 3 (Open) PowerUp Challenge: Chat for Blackbaud AI
- 3 (Closed) PowerUp Challenge: Data Health
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 789 Community News
- 2.9K Jobs Board
- 53 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
