Add Date Separation
K
Kayla Hackney
In the old recategorization, there was an option to not add dates from previous years. So it would not pull in transactions from years that have been closed already. The new month-end close does not have this option. It would be very helpful, so we are not sending clients transactions to review from previous years.
Log In
Amanda Aparicio
Kayla Hackney, quick question: are you using the reports from the
Client Details
page? Or are you adding the reports within your projects? Asking because if you add the reports to a task in a project, the transactions will automatically be filtered by the Accounting Period of the project itself. See how to do this here!