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How to get the value of an account balance for a given date

edited Jun 2, 2025 2:47PM in Ask A Guru 2 comments

How to get the value of an account balance for a given date

Is there a way to get the balance of an account as of a specified date?
It would be best to be able to retrieve them using a saved search, etc., rather than a financial report.
Because I would like to get that retrieved value in a script and set it in a custom field.

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