Scenario: A report needs to be developed to identify all posting transactions that were created after the corresponding accounting period was locked (but not closed). This is necessary because certain users or roles with override permissions can still create transactions despite period locks (e.g., after “Lock A/R,” “Lock A/P,” and “Lock All” actions). The report… Continue reading Transactions created after period lock report
Tag: create report
Report that will display all transactions of a specific account or multiple accounts for a specific period
Option 1: Create a Transaction Search 1. Navigate to Reports > New Search 2. Click on the Transaction link 3. Click on Create Saved Search button 4. In the Saved Transaction Search screen, Click on Criteria tab > Standard subtab 5. Add the following filter fields: —Account = is (Choose desired account) —Date = is… Continue reading Report that will display all transactions of a specific account or multiple accounts for a specific period
Inventory book report
To show and download an inventory book report.