formula for transaction contains cash account
# ask-stanley-ai
y
formula for transaction contains cash account
c
AI generated answer (using internal Slack threads):
Based on the conversations, it seems that you can create a formula to filter transactions that contain a cash account by using a saved search in NetSuite. Here's how you can do it: 1. Navigate to the saved search feature in NetSuite. 2. Choose the 'Transaction' type for your saved search. 3. In the criteria section, add a formula where
{type}
is 'Cash Sale'. This will filter all the cash sales transactions. Please note that the transaction type might be renamed in your account. You can check this by going to
Setup >> Company >> Rename Records/Transaction
. For transactions posting directly to a bank account and not getting matched when there is more than one transaction on the same date with the same amount, it seems using the check number can resolve the issue. ****** 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: 0.808385253
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.794767
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.794317245
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