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How to Set Saved Search Condition for Period On or After Jan 2024?
Hi,
I'm trying to create a saved search that filters transactions based on the Posting Period, specifically to show only those on or after January 2024. I want to use the Accounting Period field rather than transaction dates, since some records may have dates outside the actual posting period.
However, I’m only seeing dynamic options like “Last Period” or “Last Fiscal Year” in the criteria. Is there a way to manually set a condition for periods starting from January 2024 onward?
Any tips or formula-based solutions would be greatly appreciated!
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