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# ask-stanley-ai
s
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c
AI generated answer (using internal Slack threads):
To create a saved search to monitor if an accounting period was reopened and the justification reason, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the 'Accounting Period' record type. 3. In the Criteria tab, you can set the filters as per your requirement. For example, you might want to filter by 'Period Status' to only include 'Closed' periods. 4. In the Results tab, you can select the fields you want to display in the search results. You would likely want to include 'Name' (for the period name), 'Period Status', 'Date Created', 'Last Modified', and 'Author' (the person who made the change). 5. To include the justification for reopening a period, you need to join to the 'User Notes' record. Click 'Add Fields...', then select 'User Note Fields...' > 'Note'. This will display the justification text entered when the period was reopened. 6. Save and run the search. Please note that the justification text field is always mandatory for reopening a period. The justification is saved as a user note and can be pulled into a saved search from the 'User Note Fields...' join when searching the Accounting Period record. Unfortunately, you cannot edit fields or anything else about the period close process. If you need to track custom close procedures, you might consider creating a custom record that you fill out and complete alongside the normal close process. ****** 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: 0.867356122
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.836931944
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.834339857
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