Hannah Arneson
03/17/2025, 8:02 PMCeligo AI
03/17/2025, 8:02 PMAI generated answer (using internal Slack threads):To add a "created by" field on a journal entry transaction for use in reports, you can follow these steps: 1. Create a new custom field. Go to
Customization > Lists, Records, & Fields > Transaction Body Fields > New
.
2. In the Label field, enter "Created By".
3. Set the Type to "List/Record" and select "Employee" as the record type.
4. Under the "Applies To" tab, select "Journal Entry".
5. In the "Default Value" field, select "Current User".
6. Save the field.
This will add a new field to your journal entry transactions that will automatically populate with the current user when the transaction is created. You can then include this field in your reports.
Alternatively, you can use a workflow or a script to populate the field when the transaction is created. However, this approach requires more technical knowledge and may not be necessary if you only need to display the "created by" information in reports.
Please note that the "created by" information is also available in the system notes of the transaction, but it may not be as convenient to access for reporting purposes.
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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
03/17/2025, 8:02 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842277169
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836490691
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836142242
Celigo AI
03/17/2025, 8:02 PM