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Report Designer

Print letters to FileCabinet CS based on system date

If a letter or cover letter is the 1st item in a Report Profile, or 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. To have the letter or profile filed by the period end date rather than the system date, follow these steps.
note
You'll still need to complete the following steps when there is not a date present in the letter to send the letter to a folder in FileCabinet CS for the period end date rather than the system date.
  1. In Accounting CS,
    Open File
     and select
    Report Designer
    .
  2. In the panel on the left, select
    Letters
    .
  3. Open the letter.
  4. Select
    File
    , then
    Page Setup
    .
  5. Go to the
    Report
     tab.
  6. In the Date Options section, select
    Accounting dates
     in the Date dropdown.
  7. Mark the checkbox for
    Current Period
     in the same section.
  8. Select
    File
     then
    Save
     to save your changes.
    note
    If the letter is already included in a Report Profile, it will need to be removed from the profile and included again for any changes to be reflected.

This article applies to:

  • Product: Accounting CS
  • Subject: Reports