Create Saved Search for Revenue Recognition Journals.
- Navigate to Lists > Search > Saved Searches > New
- Select Transaction
- Title: Enter Search Title
- Click Criteria
- Click Standard
- Fields:
Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.- Type: Select Journal
- Memo: Select Contains
Rev Rec Destination
- Click Save
Create Saved Search for Amortization Journals
- Navigate to Lists > Search > Saved Searches > New
- Select Transaction
- Title: Enter Search Title
- Click Criteria
- Click Standard
- Fields:
Note: For every required field use the drop-down menu to select it and once adjusted click Add if needed.- Type: Select Journal
- Memo: Select Contains
Amortization Destination
- Click Save