Hi there! Is there a setting that can be changed to have unposted transactions show as the current period in searches, rather than based on transaction date? As an example: January is closed. We entered an invoice today that is dated 1/15/23, and left it pending approval. On searches, the posting period shows January 2023. Once it is approved, it will move to February 2023.

Is this controlled by accounting preference that lets you choose next open period or current period if the period that the transaction date falls is already closed?

You will need to use formula in this case. You may try below: CASE WHEN {approvalstatus}='Pending Approval' THEN (to_char({today}, 'Mon YYYY')) ELSE {postingperiod} END

@Luis We do have that preference on to choose the next open period, and that all works fine once a transaction gets approved. It's just when they are pending approval it reflects the transaction date since it's not technically posted yet. @Excel Quindara Thanks! Was hoping to find a preference to deal with this globally but will keep this on hand for searches where it's really necessary to reflect those unapproved transactions.