Wednesday, November 21, 2018

Reports to follow Fiscal Date based on Manage Accounting Period

1. Navigate to Setup > Accounting > Manage Accounting Periods.


FY 2011
                                       


Q1 2011

Mar 2011                                                          
Apr 2011                                              
May 2011                                                       


Q2 2011

Jun 2011                                              
Jul 2011                                               
Aug 2011                                                    


Q3 2011
Sep 2011                                               
Oct 2011                                              
Nov 2011


Q4 2011
Dec 2011                                              
Jan 2012                                               
Feb 2012
Adj 2011 


2. Navigate to Home > Set Preferences > Analytics > Reporting > Report by Period = Never.


3. Navigate to Reports > Financial > Income Statement.


4. Set Period to This Fiscal Year.


The result will display the following:

From = 1/1/2011
To = 12/31/2011

 

In order for the report to display 03/1/2011 to 02/28/2012 right away when This Fiscal Year is selected, navigate to Setup > Company > Company Information > First Fiscal Month = March.

 

 

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