Jcurve Support Articles / Business Intelligence

Create a Transaction Search with Foreign Currency Balance and Base Currency Balance

Written by
John David Dy
Published on
January 29th, 2024

Scenario:

Users can create a transaction search that shows the Base Currency of and Foreign Currency amounts.

Solution:

  1. Navigate toTransactions>Management>Saved Searches>New
  2. Click Transactions
  3. In theCriteriatab >Standardsubtab >Filtercolumn; add the following:
    • Posting = True
    • Type = is not Currency Revaluation
  4. In theResultstab: add the following: (You may also opt to remove some that you do not need; I will indicate the ones that are important.)
    • Date
    • Period
    • Type
    • Number
    • Name
    • Account
    • Memo
    • Amount -This is important
    • Exchange Rate
    • Amount (Foreign Currency) -This is important
    • Date Created
  5. Rename search Title
  6. ClickSave & Run
#saved search
#foreign currency
#Foreign currency balance
#Base currency balance
Jcurve Support Articles / Business Intelligence