Morning Page, Long time no talk to.
By setting up a Date Interval, you can pre determine the date range you want a report to run for without selecting the From and To dates.
In my example below, I created one for 'Prior Month'. By selecting this, I would not have to enter a From Date of 12/01/2020 and a To Date of 12/31/2020, I can just enter a Date Interval of 'PM'.
They can be tricky to set up, as the fields are not intuitive to understand what they are asking for, but the area I circled and highlighted show you the results of what you have set up.
Clients may set these up for 'Last Year' or for each 'Quarter' etc.
Hope you have a great New Year and drop me a line if you have any questions!
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Jonathan Struble
Campus Management Corp.
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Original Message:
Sent: Jan 04, 2021 12:05 PM
From: Page Carter
Subject: Trial Balance Date Interval
Hello all,
I have a question regarding the trial balance in the general ledger - we can select a date range, but there is also an option for a date interval. What is this function, and how do we best utilize it? Thanks in advance for your help!
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Page Carter
Lubbock Christian University
Lubbock TX
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