Change the reporting period (Internal Accounting Review)

Each time you open the Internal Accounting Review, the Review is run using the default reporting period of This Period. However, you can change the reporting period to one that suits your needs.

At the top of the window under the Internal Accounting Review banner is a group of reporting period options. You can either select a predefined reporting period from the list or specify a date range.

Select a Predefined reporting period

Sage 50 has provided a list of commonly used reporting periods from which to choose. You can select one of the following:

• All
• Today
• This Period
• This Quarter
• This Year
• This Week-to-Date
• This Month-to-Date
• This Period-to-Date
• This Quarter-to-Date
• This Year-to-Date

To select a predefined reporting period, follow these steps:

1. In the For drop-down box, select the desired reporting period.
2. Click the Apply button to run the Internal Accounting Review for the reporting period that you selected.

Specify a date range

If you want to run the Review for a reporting period other than the ones we have defined, you can specify a date range for which to report. To specify a date range for the reporting period, follow these steps:

1. In the For drop-down box, select Range.
2. In the From box, click the Calendar button to select a date.
3. In the To box, click the Calendar button to select a date.
4. Click the Apply button to run the Internal Accounting Review for the reporting period that you selected.

What do you want to do next?

• Use the Internal Accounting Review
• Drill down to detail in the Internal Accounting Review
• Investigate transactions found by the Internal Accounting Review
• Print an Internal Accounting Review report
• Read the Internal Accounting Review overview

Published: March 21, 2017
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