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March 17, 2022
Question

Can we set the default period to the financial year of the company. It’s very annoying when you run a report and it’s just another period. The default should Co fin yr

  • March 17, 2022
  • 1 reply
  • 1 view
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1 reply

Level 14
March 17, 2022

Hello Jononorthernhay- 

 

Welcome to the Community page, 

 

So you set the companies financial year is by going ot the main cog wheel>account and settings> advanced> accounting> and changing the first month of the financial year and first month of  tax year > save> done there. Just to let you know however you cannot set a default for the report though, you would need to customise the report then save it.