Saved Search

‘Show as Multi-Select’ option is not available for Accounting Period field in Transaction saved search. Is there any workaround ?




Rookie Asked on April 20, 2022 in Saved Searches.
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2 Answer(s)

Not really, no. This is one of the two major drawbacks of saved searches IMHO (the other being the single-join limitation). Unfortunately on the filters area you’re stuck with that prebuilt list of options that is not very comprehensive. If you must use a saved search, you’re just going to have to add the period requirements as criteria to the search and let your users modify the criteria (or do it for them every time). The other option is to use SuiteAnalytics Workbook, which doesn’t have these period issues or the single-join limitation, but will take a bit of time to get used to if you’re not familiar with it already.

Intermediate Answered on April 20, 2022.
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Thank you.




Rookie Answered on April 20, 2022.
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