Wednesday, October 3, 2018

Saved search to show Journal Entry Approver

1. Navigate to Reports > Saved Searches > All Saved Searches > New.
2. Select Transaction as the Search Type.
3. Set a filter for Type = is Journal.
4. Add a filter for System Notes field : New Value = contains Approved.
5. On the Results tab, add the following fields as columns:
  • Document Number
  • Memo
  • System Notes field : Field
  • System Notes field : Set By
  • System Notes field : New Value
6. Save or Preview the search.
 
We can set a Summary Type for the results tab since we are pulling up System Notes Value.  This will eliminate the result showing in multiple lines

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