Nour Khaled
04/20/2025, 8:32 AMCeligo AI
04/20/2025, 8:32 AMAI generated answer (using internal Slack threads):To create a saved search that given an account it returns the transactions credit side and its corresponding debit and vice versa, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select Transaction as the type of search. 3. In the Criteria subtab, add a new criterion. Select Account from the dropdown and specify the account number you are interested in. 4. In the Results subtab, add the fields you want to display. For your case, you might want to include fields like "Account" (Grouped) and "Amount" (Sum). 5. Save the search. This will give you a list of transactions for the specified account, showing the debit and credit sides. However, please note that this search will not show 'only' the split. It will show all lines for a transaction that contains the Account. Also, as you get more data, this type of search may run slow since you have to bring in every transaction from the beginning of time. To run it by date instead of period, you'll have to change your Report by Period User Preference (Home > Set Preferences > Analytics tab) to Never. ****** 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
04/20/2025, 8:32 AMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.847752213
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836761
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828125417
Celigo AI
04/20/2025, 8:32 AM