How can I create a numeric formula in a transactio...
# ask-stanley-ai
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How can I create a numeric formula in a transaction saved search to give me the debit amount - credit amount?
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AI generated answer (using internal Slack threads):
To create a numeric formula in a transaction saved search that gives you the debit amount - credit amount, you can follow these steps: 1. Navigate to the Saved Search creation page and select the Transaction type. 2. In the Criteria subtab, add the necessary filters for your search. 3. In the Results subtab, add the fields you want to display. For the debit and credit amounts, you can use the fields 'Debit Amount' and 'Credit Amount'. 4. To create a formula that calculates the difference between the debit and credit amounts, add a new line in the Results subtab and select Formula (Numeric) as the type. 5. In the Formula field, enter
{debitamount} - {creditamount}
. This formula subtracts the credit amount from the debit amount for each transaction. 6. You can also add a label for this field in the Label field, such as 'Debit - Credit'. Please note that this formula assumes that the debit and credit amounts are stored in the 'debitamount' and 'creditamount' fields, respectively. If your organization uses different field names, please adjust the formula accordingly. ****** 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: 0.86607933
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.865641654
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.85018003
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