how to create a saved search that returns the gl i...
# ask-stanley-ai
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how to create a saved search that returns the gl impacts debit and credit side of each transaction of the certain account
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AI generated answer (using internal Slack threads):
To create a saved search that returns the GL impacts debit and credit side of each transaction of a certain account, 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, set the following filters: - Main Line = Both: This will return both the main line and the item line of the transaction. - Posting = True: This will only return transactions that have a GL impact. - Account: Specify the account you are interested in. 4. In the Results subtab, add the following fields: - Document Number: This will return the transaction number. - Account: This will return the account associated with the transaction. - Amount (Debit): This will return the debit amount of the transaction. - Amount (Credit): This will return the credit amount of the transaction. 5. Save the search. This will give you a saved search that shows the debit and credit side of each GL impacting transaction for the specified account. ****** 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: 0.84324497
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834784925
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832488239
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