You can save frequently used searches performed on the Receivables and Payables pages.

When saving a search, the values applied in the FILTER panel and in the header level filters (excluding To period) will save.

To save a search for adjustments bookings that are due for billing for client ABC:

1. From the Due for billing tab, on the header, click in the Client list and select ABC.
2. Show the FILTER panel on the left-hand side of the grid.
3. Click in the Billing type list and select Adjustments only.
4. Click Search.
5. Click Search action, and then select Save.
6. In the Search name field, type a relevant name, for example ADJ_ABC.
7. Click Save.

Your search is now saved and you can generate the search results at any time.

To run your search:

1. From the Due for billing tab, click in the No saved search selected list.
   • The saved search only appears on the tab where you saved it.
2. Select ADJ_ABC.
3. Check the To period date is correct, and change if required.
4. The search runs and the grid updates, where results apply.