what criteria do i need to do for a saved search t...
# ask-stanley-ai
m
what criteria do i need to do for a saved search to show me the full transaction for an entry booked to a particular account. For example, i want to see all the entries hitting accounts receivable and the other side (so cash for a payment, income account for an invoice etc)
c
AI generated answer (using internal Slack threads):
To create a saved search that shows the full transaction for an entry booked to a particular account, you can follow these steps: 1. Go to Reports > Saved Searches > All Saved Searches > New. 2. Select the type of record you want to search. In this case, select 'Transaction'. 3. In the Criteria subtab, add the following filters: - Type: Journal Entry (or the specific transaction type you are interested in) - Account: [Your Specific Account Number] 4. In the Results subtab, add the fields you want to display. For example, you might want to include 'Name', 'Account', 'Debit Amount', 'Credit Amount', etc. 5. In the Available Filters subtab, add 'Account' so you can filter the results by account number. 6. Save the search. This will give you a list of all transactions that include the specified account. However, it will only show the line of the transaction that includes the specified account, not the other lines of the transaction. To see the other lines of the transaction (i.e., the other side of the entry), you would need to click on the transaction number to open the transaction record. Unfortunately, NetSuite's saved search functionality does not currently support showing all lines of a transaction in a single row of search results. If you need to see all lines of a transaction in a single row of search results, you might need to consider a custom solution, such as a SuiteScript that retrieves and formats the data in the desired format. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.860950708
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.846752584
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.844456434
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