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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:
note
You'll still need to do this when there's not a date in the letter in order to send the letter to a folder in FileCabinet CS for 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.
important
If the letter is already included in a report profile, you'll need to remove it from the profile and include it again in order for any changes to be reflected.

This article applies to:

  • Product: Accounting CS
  • Subject: Reports

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