How to create a saved search of the accounting and...
# ask-stanley-ai
a
How to create a saved search of the accounting and company preferences
c
AI generated answer (using internal Slack threads):
To create a saved search of the accounting and company preferences, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the record type you want to create a saved search for. In this case, you might want to select 'Accounting' or 'Company'. 3. In the Criteria subtab, you can set the filters for your saved search. For example, if you want to display the current accounting period, you can set the criteria as 'Accounting Period' and the value as the current period. 4. In the Results subtab, you can define what information you want to display in your saved search. For example, you can add 'Account' and 'Amount' as columns to display the activity for each account. 5. Click Save. Please note that the availability of certain fields in the saved search depends on the record type you select. If you can't find the field you're looking for, it might not be available for that record type. ****** 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: 0.840060532
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.83211273
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82715553
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