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NSC | How to create a Saved Search for Intercompany Cross Charge Journal with Date filter

edited Jun 20, 2025 11:02AM in Accounting / ERP

SCENARIO:

User is tasked with creating a Saved Search in NetSuite to identify intercompany cross charge journals, including a date filter. This requirement is crucial for the finance team to monitor and review intercompany cross charge transactions within specific date ranges.

SOLUTION:

1.) Navigate to Lists > Search > Saved Searches > New

2.) Select Transaction

3.) In the Criteria tab, add:

Type = Cross Charge Journal

4.) Add additional fields in the Results (Add any additional if any)

5.) In the Available Filters

Add Date filter, click Show in Filter Region

6.) Rename search

7.) Save and run

User should be able to set dates easily on the result page without editing the Saved Search's criteria:

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