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NSC | Journal Entry > Saved Search > To show Document Numbers and other fields

Scenario: The user wishes to retrieve a list of Journal Entries displaying the Document Number, Creation Date, Account, Posting Date, Debits, and Credits.

Solution:

  1. Navigate to Lists > Search > Saved Searches > New
  2. Select Transaction
  3. Add Search Title
  4. On the Criteria tab, add Type = Journal
  5. On the Results tab, we add the following fields:
    • Document Number
    • Date
    • Date Created
    • Account
    • Amount (Debit)
    • Amount (Credit)
  6. On the Available Filters tab, we add the following fields:
    • Date
    • Date Created
  7. Mark the Show in Filter Region checkbox
  8. Click Save and Run

Hope this helped!

Micah Patricia Timbol | Basic and Advanced Accounting, OTC Guru

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