Saved Transactions Search with 4-4-5 Calendar

How does the fiscal calendar impact the filter criteria for saved searches?

Can you change the fiscal calendar used for saved search criteria?

A client of mine is attempting to pull a Transactions saved search for Q1 2023. For our filter criteria we’d use only the Period field, but Q1 2023 isn’t populating in the list.

The client has 2 fiscal calendars, standard and 4-4-5. The standard calendar has Accounting Periods covering 2018 through 2021. The 4-4-5 calendar includes 2021-2023.

From what we can tell, the criteria filter for Period is only showing periods in the Standard calendar.  We also tried using the “This Fiscal Year” function and that returned 0 results.


Rookie Asked on August 15, 2023 in Saved Searches.
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