Friday, May 24, 2019

Saved Search to Show GL Impact of Bills Within a Specific Period

1. Navigate to Reports > Saved Search > All Saved Searches > New > Transaction

2. Change the name of the search

3. Under the Criteria tab > Standard subtab add Type: Is Bill and Period: (Whatever time span applies to your needs)

4. Under the Results tab > Columns subtab add Period to reflect the period that the bill falls into.

5. Click Save & Run.

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