- Create a new Record query
- On the Criteria tab, expand Bill Code and select Bill Code
- Select an Operator of Equals, select the appropriate Bill code for the Value and click OK
- Select Start Date
- Select an Operator of Greater than or equal to, for the Value enter a date in the appropriate billing year and click OK
- On the Output tab, select any other fields to include in the results
- Select the Results tab to view the results
Connect and collaborate with fellow Blackbaud users.