Munir Chaer
03/18/2025, 12:59 PMCeligo AI
03/18/2025, 12:59 PMAI generated answer (using internal Slack threads):To pull the date and document reference of the originating entry from a reversing entry using a saved search, you can follow these steps: 1. Create a new saved search for the transaction type you are interested in (e.g., Journal Entry). 2. In the Criteria tab, add a new criterion for 'Reversal Journal Entry' and set it to 'is true'. This will filter out only the reversing entries. 3. In the Results tab, add the fields you want to display. For the date and document reference of the originating entry, you can add the following fields: - 'Date' field: This will display the date of the originating entry. - 'Reversal Journal Entry' field: This will display the document reference of the originating entry. Please note that the 'Reversal Journal Entry' field will only be available if the reversing entry was created from an original entry. If the reversing entry was manually created, this field will not be available. Remember to set the 'Summary Type' for these fields to 'Group' so that the saved search will group the results by these fields. Once you have set up the saved search, you can run it to get the date and document reference of the originating entry from the reversing entries. ****** 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
03/18/2025, 12:59 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.814945757
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.8105551
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808505714
Celigo AI
03/18/2025, 12:59 PM