#C298P0BCKHas anyone been able to generate a saved search showing period/date mismatches. Can’t understand why I’m having such a hard time with this Any help would be appreciated

Depends which fields/what you're actually trying to do

I’m trying to see if the transaction date on the transaction is within the accounting period set on the transaction But when I try to add {accountingperiod.startdate} or anything using the accounting period join it returns no results so I don’t know how to compare transaction date to transaction period Which is weird because NetSuite must be already doing this it gives warning when the Tran date is outside the accounting period. So why can’t you make a report showing the same thing??? Crazy

Have you tried adding a criterion like: Formula (Numeric) case when {postingperiod} = to_char({trandate}, 'Mon YYYY') then 1 else 0 end Equal to 0

That’s a good one @Luis I will try it. I’ve been looking for how to format dates into Aug 2021 format

A rejected expense report probably gets pushed to a new period each month so it doesn't get locked in a closed period

Yes that is the case. And I’m trying to roll the dates over every time the posting period changes so I don’t have transactions with mismatched date/periods Can’t make a report to show that info, can’t get the proper period in a report Why does NS make this so hard

Why not just roll the date over based on a date schedule if it's unapproved? No reason to make it more complicated

Because we have a 5-4-4 fiscal calendar. I guess I could try to do it by calendar month and hope we don’t close the month before the calendar month timeline

Ah. That complicates it