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RE: Budget Saved Search

Hi Everyone,

Good Day!

Does anyone know how to display the period with amount  of the specific budget in saved search?

Any tips or suggestion much appreciated.

NSP17 Rookie Asked on February 14, 2022 in Accounting.
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2 Answers

Hi,

To create a saved search for budget control:

  1. Go to Lists > Search > Saved Searches.
  2. Click Edit next to the Budget Transaction Consumed Amount saved search.
  3. In the Search Title field, enter a new name for the saved search.
  4. In the Standard sublist of the Criteria subtab, add and update the filters.
  5. Click Save As.
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Beginner Answered on February 7, 2023.
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