Create a Multi-Book Accounting Transaction Saved Search that shows records that have no Secondary Book G/L entries.
Navigate to Lists > Search > Saved Searches > NewClick Multi-Book Accounting TransactionSearch Title : Enter Title
Example : Transactions without Secondary Book G/L EntriesClick CriteriaUnder Standard subtab, add the following fields:
- Select Accounting Book
- Accounting Book : Select any of
- Multi-Select Field : Click Secondary Book
- Select Account
- Account : Select any of
- Multi-Select Field : Click – None –
- Note: Always click Add once Field selected and adjusted as needed.
Click ResultsUnder Columns subtab, add the following fields:
- Select Accounting Book
- Select Transaction Fields…
- Transaction Fields : Click Add Multiple
- Multi-Select Field : Click Type and Document Number
- Note: Always click Add once Field selected and adjusted as needed.
Click Save & Run