Saved Search Custom Period

Good day NS community, 

I can’t seem to find an answer to this despite having search for an hour.

How do you set a custom Posting Period criteria on a saved search?

For Example:

Limit a set of data to only show Period Sep 2023.

All I see are dynamic options such as Last Period, or Last Fiscal Year. 

I should note that my goal is to limit data by Posting Period and not Date because there may be some transactions with a Date outside of the Posting Period month.

 

Thank you.

Rookie Asked on July 24, 2024 in Saved Searches.
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1 Answer(s)

Your period doesn’t look like this?

RE: Saved Search Custom Period

Rookie Answered on July 31, 2024.
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