RE: Period end journal
You’re going to need to specify/have some kind of criteria to distinguish those period end journals from other journals. E.g. are they entered by a particular person, on a particular day, entered in a particular way (like CSV import), do they have something special in the memo description, or is there a separate field that identifies them? All of those are valid criteria for your saved search by either using the fields on the record or the fields available in the linked “system notes fields…”.