Monday, April 8, 2019

Expose Deferral Account in an Account Saved Search

Deferral Account field is available when you create an Account of Type = Income or Expense. However, the ability to expose the Deferral Account with Internal ID: {deferralacct} in an Account Saved Search is not possible and is filed as Enhancement# 226102. However, since this is logged on the System Notes then users can use this in exposing the value stored in this field.

To create a Saved Search where Account Name and Deferral Account fields are exposed on the results tab:

1.    Navigate to Transactions>Management>Saved Searches>New

2.    Select Account

3.    On the Results tab add the following fields:

a.     Name where Summary Type = Group

b.    Formula(Text) = DECODE({systemnotes.field}, 'Deferral Account', {systemnotes.newvalue}, ' ') where Summary Type = Maximum and When Ordered By Field = System Notes Fields : Date

4.    Hit Preview or Save and Run

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