Event Invoices - Filter by Actual Net Due
Answered
In the event invoices section, Harvard would like to filter the data by “ Actual net due”, where they could enter a $$ range.
Business Need: In short, this will increase accuracy when they choose what to invoice. In general, based on Graduate Commons’ unique business operation, they only recognize the revenue for the invoice that is fully paid( Actual Net DUE=ZERO), and they only generate GL feed based on those transactions. So they want to be able to accurately target this group.
The filter is not currently available. I could use formulas as a workaround to help them identify these invoices. Does anyone have any other options to achieve the desired outcome?
Thanks!
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Official comment
Sorting by actual net due or grouping on a computed column as I think you suggest are the most straightforward options available.
In my mind - the computed column seems sufficient - particularly if you have that grouping on the top grouping - but…
Adding a filter for Actual Net Due would be the other. If we use a range - this would require no code changes, metadata only. If we wanted it to be a checkbox “Fully Paid” then this would require a code change to handle the yes/no filter.
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@... Ryan Ungerboeck
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Its not clear to me which page you are referring - can you provide the steps to get there
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Absolutely.
You can search Invoice Events from the Main Menu:
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