Pull invoices in specific account

Margaret Gonzalez
Margaret Gonzalez
First Anniversary
in Blackbaud Financial Edge NXT® General Discussions

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!

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @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.

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