Saturday, July 6, 2019

Saved Search of Transactions with the Name of the User who Posted them on the Books

Scenario 1: Employee A created an Expense Report. Since Employee B was the one who approved it, the name of Employee B should appear since it was Employee B's action who triggered the posting of the transaction in the books.

Scenario 2: Employee 1 created a Journal entry which did not undergo approval. Since the Journal was posted right after creation, the name of Employee 1 should appear on the Saved Search.


1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Search Type = Transaction.
3. Under the Results tab, add this field:

Formula (Text) = Case When {systemnotes.field} = 'Posting Period' then {} end

4. Set the Summary Type of Formula (Text) field to Group.
5. Set the Summary Type of other fields under the Results tab.
6. Enter a Search Title.
7. Click Preview or Save and Run.

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