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