Attempting to craft a saved search to show me all ...
# generald
Dylan Fields
10/20/2023, 10:13 PMAttempting to craft a saved search to show me all entries where there are only two lines, and the accounts on both lines are bank accounts. This isn't remotely possible, is it, what with all lines on JEs being main line?
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Edgar Valdes
10/20/2023, 10:16 PMA Saved Search for Journal Entries, where the JE has only a single credit/debit pair, both bank accounts?
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Dylan Fields
10/20/2023, 10:16 PMcorrect
Dylan Fields
10/20/2023, 10:17 PMthis is what i have so far, but it's only partially there:
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Edgar Valdes
10/20/2023, 10:21 PMInteresting
Edgar Valdes
10/20/2023, 10:24 PMTricky... I would create a Saved Search with Account Type : Bank
And Results : Summary >
Document Number : Group
Account : Count
Then filter in Excel the ones with Account : Count = 2
Not sure if there are false positives
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Dylan Fields
10/20/2023, 10:33 PMHmmm, not sure if it will totally do the trick since I also have to do some additional filtering on the Memo field, but I like where your head is at. Thanks.
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MGBC
10/21/2023, 1:55 AMDon’t filter by account type of bank
MGBC
10/21/2023, 1:56 AMLeave all accounts and use a formula numeric. CASE WHEN account.type = ‘Bank’ THEN 1 ELSE 0 END
Then group by journal # and sum the formula
MGBC
10/21/2023, 1:58 AMAlso do a formula numeric to count the lines. So you’d have 2 columns 1 for number of lines with bank accounts and 1 for total number of lines
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Dylan Fields
10/23/2023, 3:49 PMThank you - this is pretty much what I'm going for. Can I add a similar case when statement to the criteria? I basically just want to limit to case when count of line sequence number = 2.
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