Rob
04/11/2025, 12:38 PMCeligo AI
04/11/2025, 12:38 PMAI generated answer (using internal Slack threads):To create a saved search for GL Impact, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction from the list. 3. In the Criteria subtab, add the following filters: - Main Line = Both - Posting = True 4. In the Results subtab, add the following columns: - Document Number - Account - Amount (Debit) - Amount (Credit) Please note that Sales Orders (SO) and Purchase Orders (PO) are non-posting transactions, so they won't have a GL Impact. You can add a criteria to exclude these non-posting transactions by adding 'Posting = Yes' in the criteria subtab. Unfortunately, it's not possible to customize the GL Impact screen to show other fields such as item name, unit cost, and quantity. However, you can create a separate saved search to show this extra data and add it as an action to the form. ****** 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
04/11/2025, 12:39 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.81848985
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.816442192
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.813846111
Celigo AI
04/11/2025, 12:39 PM