saved search for the accounting statement
# ask-stanley-ai
n
saved search for the accounting statement
c
AI generated answer (using internal Slack threads):
To create a saved search for the accounting statement, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type you want to search. For an accounting statement, you might want to select 'Transaction'. 3. Define your criteria. For example, if you want to display the current accounting period, you can set the criteria as 'Posting = T' and 'Accounting Period = Current Period'. If you want to create a saved search for open bills hitting a specific GL account, you can define the search criteria to specify the GL account, transaction type, and status. 4. Define your results. You can group by 'Account' and sum the 'Amount' to match the activity for that period for each account. 5. Save your search. Please note that the exact criteria and results will depend on your specific needs and the data available in your NetSuite account. ****** 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: 0.840727329
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.837030649
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.831167161
Please provide your feedback on this answer.
n
what about customer statement?
r
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