Searching for sales Invoices

Posted By cacf accounting over 1 year ago

In the "Find and Invoice" window, is it possible to add another field we can search by? I have tried looking in reports as well and not seeing what I need. There are times we would want to find all invocies that contain a certain vehicle unit number, I am not seeing where I can edit these searches appropriately and hope one of you know a better way.

Thanks!

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0 Smith and Co over 1 year ago

In the Sage 50 Home page upper right corner you will see a box that show 'Search Company' with a down arrow symbol.

You could try to enter the unit number in there to see if it will pop up. If it is part of the description section of invoices it will not show up. If you included it as part of the invoice number then it will show up.

Another option may be to use the Project or Division, assign a vehicle number to a project, then have all transactions involving that unit number allocated to it.

Hope this helps.
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0 Smith and Co over 1 year ago

In the Sage 50 Home page upper right corner you will see a box that show 'Search Company' with a down arrow symbol.

You could try to enter the unit number in there to see if it will pop up. If it is part of the description section of invoices it will not show up. If you included it as part of the invoice number then it will show up.

Another option may be to use the Project or Division, assign a vehicle number to a project, then have all transactions involving that unit number allocated to it.

Hope this helps.
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