Searching by Accounting Period

You can filter and display transaction search data based on related accounting period field values. You can use the following fields as filter criteria and results for advanced searches and saved searches of transactions:

• AP Locked -whether A/P transactions have been locked for the period

• AR Locked -whether A/R transactions have been locked for the period

• Adjust -whether the period is an adjustment period

• All Locked -whether all transactions are locked for the period

• Allow Non G/L Changes -whether changes that do not impact the general ledger are allowed for the period after its transactions have been locked.

• Closed -whether the period is closed

• Date Closed On -date when the period was closed

• End Date -last day of the period

• Inactive -whether the period is inactive

• Internal ID -internal ID of the period

• Payroll Locked -whether payroll transactions have been locked for the period

• Period Name -name of the period

• Quarter -whether the period is a quarter

• Start Date -first day of the period

• Sub-Period Of -parent of the period

• Year -whether the period is a year

Transaction search is available at Transactions > Management > Search Transactions, and from Search options at Lists > Search > Saved Search > New.

To enter an advanced search, check the Use Advanced Search box. To create a saved search, click Create Saved Search.

• To filter by an accounting period field's value, on the Criteria subtab, from the Filter list, select Accounting Period Fields. In the Accounting Period Filter popup window, select a field.

• To display an account period field's values in search results, on the Results subtab, from the Columns list, select Accounting Period Fields. In the Accounting Period Filter popup window, select a field.

For general information about searches, see Simple and Advanced Searches . For information about saved searches, see Saved Searches.

General Notices