Release 11/06/25 – Finance – New Date Selection Options on the Balance Sheet Report

In this release we have updated the Balance Sheet report with new date selection options, these options include:

• When Summary/Detailed = Summary
  • Current Period
    • The report is run up to the site’s current period
  • Previous Period
    • The report is run up to 1 period before the site’s current period
  • Select Period
    • The user may select a period to run the report up to
  • Latest Transaction Date
    • Today’s Date
      • The report is run up to today’s date
    • Select Date
      • The user may select a date to run the report up to
    • When Summary/Detailed = Detailed
      • From
        • User may specify a date range
      • In the Last
        • Days
          • Report runs for the in the last number of specified days
            • If include current day is selected, today’s date is included in the date range
          • Weeks
            • Report runs for the in the last number of specified weeks
              • If include current week to date is selected, the current week (starting from Monday) is included in the date range
            • Months
              • Report runs for in the last number of specified months
                • If include current month to date is selected, the current month is included in the date range