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May 20, 2020
Question

How do I get the TB report to run correctly with an odd accounting year ending on the 5th of the month

  • May 20, 2020
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1 reply

May 20, 2020

Hello Andy-eagles

 

Welcome to the Community page, 

 

So TB reports on the anchors to the financial year, you are unable to adjust what it shows even though it gives you the illusion you can. 

Can you check the Advanced settings which you will find in the cog wheeel>account and settings> advanced to check what the start date of the financial year is you have in the product. The TB report will literally run from that date to the end and show you balances on the balance sheet accounts from that.

You can also run the previous financial year or the one before that but you are unable and is no way of changing dates. If you want to be more flexible with the reporting then you will just need to look at the 'balance sheet' report.