saved search to show a journals linked to a projec...
# ask-stanley-ai
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saved search to show a journals linked to a projects only not customers, employess or vendors
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AI generated answer (using internal Slack threads):
To create a saved search to show journals linked to projects only and not customers, employees, or vendors, you can follow these steps: 1. Navigate to Reports > Saved Searches > All Saved Searches > New. 2. Select the "Transaction" type. 3. In the Criteria subtab, add the following filters: - Type: is Journal Entry - Main Line: is True - Name (Main Line): is empty (This will exclude transactions linked to customers, employees, or vendors) - Project (Main Line): is not empty (This will include transactions linked to projects) 4. In the Results subtab, add the columns you want to display in your search results. 5. Save the search. Please note that the "Name (Main Line)" field refers to the entity associated with the transaction, which could be a customer, employee, or vendor. By setting this field to "is empty", we are excluding transactions linked to these entities. The "Project (Main Line)" field refers to the project associated with the transaction. By setting this field to "is not empty", we are including transactions linked to projects. ****** 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: 0.815002441
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808044434
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.808044434
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