Select Periods

Selecting Periods

The Select Periods window can be used whenever you need to specify a particular period for a report. This enables you to select any single or cumulative period you want from those available. It also enables you to define a date range in order to select a very specific period.

This facility can be accessed from any option which enables you to select specific periods eg Trial Balance, Profit & Loss etc.

The main list displays all of the months/periods which the software maintains built around your selected financial year start date.

To select a single month/period you can simply highlight the period that you want by clicking it.

To select a cumulative period of more than one month you can click the first (or the last) month of the period and drag the mouse to the last (or the first) month in the period. This will highlight all of the selected months in the list to show the cumulative period that you have selected.

To select a very specific date range for the option you are using you can enter a Start and Finish Date in the Set Period Date Range section below the period list. You can enter the dates that you want manually or click the down-arrow buttons or press Alt+DownArrow to select the date that you want from a calendar.

Once you have specified the period that you want you can click the Select button and the option from where you called this function will utilise the selected period accordingly. Click Cancel to abandon any selections.