Aaron R
07/08/2025, 10:36 PMCeligo AI
07/08/2025, 10:36 PMAI generated answer (using internal Slack threads):Based on the conversations, there are two main criteria you can use to see if anyone has posted into a closed period: 1. Use the Accounting Period Fields for criteria. For example, you can choose Account Period : All locked : No. This will filter out transactions from closed posting periods in a saved search. 2. The join is Accounting Period and the field is Closed. If you want to use it in a formula, you can use
{accountingperiod.closed}
. This will help you understand if the document is in the closed period in order to filter it in the search.
Please note that a search cannot detect if a period is locked or not, but it's pretty easy to create an alert to detect any transaction dated in the prior month, or whatever time criteria makes most sense.
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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
07/08/2025, 10:36 PMSlack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.832283378
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.828831196
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.82302
Celigo AI
07/08/2025, 10:36 PM