Nada Ahmed
08/29/2024, 5:23 PMCeligo AI
08/29/2024, 5:24 PMAI generated answer (using internal Slack threads):To replicate the income statement using a saved search and ensure the amount matches the standard report, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New 2. Search Type: Select Transaction 3. Click Criteria 4. Filters: - Select Account Type and set it to Other Income, Other Expense, Income, Expense, COGS - Select Posting and set it to Yes - Select Period and set it to This Fiscal Year - Select Subsidiary and set it to your desired subsidiary 5. Click Results 6. Click Columns 7. Fields: - Select Period (Group) - Select Amount (Sum) for net income/loss - Use a CASE WHEN formula for total corporate tax 8. Search Title: Enter a title for your search 9. Click Save & Run Please note that the Amount field should show the translated amount in USD if your Consolidated Exchange Rate is set to Per Account and you did not restrict your view in your Set Preferences. If the net income/loss in the saved search does not match the Income Statement, it could be due to various factors such as exchange rate fluctuations, rounding differences, or transactions that are included in one report but not the other. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Celigo AI
08/29/2024, 5:24 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.821653664
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.820245385
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816929579
Celigo AI
08/29/2024, 5:24 PM