File letter or profile by period end date

If a letter or cover letter is the 1st item in a Report Profile, or if a letter is the only item being printed to FileCabinet CS, the letter or profile may be filed by the system date rather than the current period end date. Do the following to file the letter or profile by the period end date rather than the system date:
  1. In the application, select
    File
    then
    Report Designer
    .
  2. Select
    Letters
    from the panel on the left.
  3. Open the letter you need.
  4. Select
    File
    then
    Page Setup
    .
  5. Go to the
    Report
    tab then the Date Options section and select
    Accounting dates
    from the
    Date
    dropdown.
  6. Mark the checkbox for
    Current Period
    in the same section.
  7. Select
    File
    then
    Save
    to save your changes.
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