Create Search to show Date when transaction hit the books (date approved or date posted)

Create a Saved Search to show Date when transaction hit the books (Date Approved or Date Posted)

Solution

1. Go to Lists > Search > Saved Searches > New

2. Select Transaction as Search Type

3. On the Criteria tab > set Posting = Yes

4. On the Results tab add Formula (Text) > Formula = Case When {‌systemnotes.field} = ‘Posting Period’ then {‌systemnotes.date} end

5. Set Summary Type on the other important fields on the Results tab as well

6. Set a Title for the Search as appropriate

7. Save & Run