Thursday, January 17, 2019

Saved Search showing transactions with transaction date different from actual date created

Create a Saved Search to know which transactions were dated different from Actual Date Created:


This can be used in determining backdated and future dated transactions for audit purposes.

1. Navigate to Lists > Search > Saved Searches > New > Click on Transaction
2. Under Criteria Tab > Standard Sub tab > add below Filter:

Add Formula (Numeric) > Formula: {datecreated}-{trandate} > is not equal to 0
Add Main Line is true

3. Click on Results tab > Columns subtab

Add Date (this is for transaction date)
Add Date Created (this is for date created)

4. Click Save & Run


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