Friday, April 5, 2019

Saved Search for Journals created by Current User

1. Navigate to Lists > Search > Saved Searches > New.

2. Select Transaction as Search Type. Assign a Search Title.
3. Check 'Available as List View' and 'Public' box options.
4. In the Criteria Tab, select the following filters: 
    Type - is Journal 
    Created by - is me
    Main Line - is true
5. In the Results Tab, select the fields that you want to show as columns in your Search.
6. Save and Run the Search.

Notes:

Different users can open the saved search and they will be able to see the journal entries that they have entered. 

Users can also navigate  to Transactions>Financial>Make Journal Entries>List. To filter the Journals Page, select the Name of the Search in the View footer filter found on the bottom left part of the Page.

 

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