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Saved search grouped by period rather than invoice transaction date

edited Jun 2, 2025 2:23PM in Search / Reporting 5 comments

Hi - I'm fairly new to saved searches and managed to find the formula below from a few google searches. This gives me a summary by invoice date of supplier invoices which is what I want but is grouping by invoice date rather than the accounting period. Is there a way to change the search so I can group the transactions by the accounting period which will then tie into my month end financial reports?


Thanks!

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