how can I build a saved search to see unbilled rec...
# ask-stanley-ai
s
how can I build a saved search to see unbilled receivables posted by period by customer when my accounting preference is set to summary revenue recognition journal entries
c
AI generated answer (using internal Slack threads):
To build a saved search to see unbilled receivables posted by period by customer when your accounting preference is set to summary revenue recognition journal entries, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the "Transaction" type for the saved search. 3. In the "Criteria" tab, set the following filters: - Type: Invoice - Status: Open - Posting: Yes - Date: set the range for the period you want to see. 4. In the "Results" tab, add the following fields: - Name (this will show the customer name) - Document Number - Amount (unbilled amount) - Posting Period 5. In the "Summary" tab, you can group by "Name" and "Posting Period" to see the unbilled receivables by customer and by period. 6. Save and run the search. Please note that this search will show the unbilled receivables, not the recognized revenue. If you want to see the recognized revenue, you might need to create a separate saved search based on the Revenue Arrangement or Revenue Element type, depending on how you have set up your revenue recognition. ****** 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: 0.82455641
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.821785927
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816992581
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s
I want to see the detail by customer and accounting period posted of the balance sheet account unbilled receivables
c
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