Home » Categories » Solutions by Business Process » Finance » Sales and Purchase Ledgers

Reporting Defaults

Datafile Software

Reporting Defaults

When running a report within the sales or purchase ledger the "as at” date remembers the date used last time and offers this as the default on the next report – the "as at” date being used as a memo for the date for which transactions have been entered up to.A new option has been added to the ledger system profiles to default this date to today’s date.

A second option has also been added to default the reports to include of forward transactions.

Installation

Screen 3 of the Sales/Purchase Ledger System Profiles allows you to set the "as at” date to default to today, and whether the reports, by default, include forward transactions.

Default Report "as at” to today – set to default the "as at” date on ledger reports to today.

Reports include forward as default – set to include forward transactions by default on reports.

Notes

If set to include forward by default then reports created via the automatic period end (and year end) report options will still continue to exclude forward transactions.

Custom Fields
  • Release ID: 5.7
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Re-Scan Documents (Purchase Ledger)
Viewed 1751 times since Mon, Jul 2, 2012
Credit Control Manager / Additional Options
Viewed 2975 times since Mon, Jun 11, 2012
Multi-Period Allocations
Viewed 2075 times since Wed, Jun 13, 2012
Add Debtor / Creditor Control Memo from Ledger Enquiry
Viewed 4195 times since Fri, Jun 8, 2012
Transaction Reports - Application User Facilities
Viewed 1715 times since Mon, Jul 2, 2012
Increased Number of Entries in Allocations
Viewed 1775 times since Fri, Jun 8, 2012
VAT Adjustments - Post-Dated Purchase Invoices
Viewed 3756 times since Thu, Oct 11, 2018
Control Report
Viewed 1817 times since Mon, Jul 2, 2012
Application Screen Layouts
Viewed 2180 times since Mon, Jul 2, 2012
Statement/Remittance Design - Document Design Manager
Viewed 7586 times since Mon, Jul 2, 2012