I am a new user and just getting things up and running. All of my accounts are in and budgets have been imported. A/P is running smoothly. I am having difficulty with reports.
When a report is created in Financial Reporter where does it pull the year date? And/or is there a way to set it?
If I pull up a template, add one of my accounts, and hit F9 the date displayed is current fiscal with current data.
If I drag and create a new report and insert "as of date" it pulls up last years fiscal with last years data.
What am I missing?
I have two years active 2007/08 (I have not yet closed 2007/08 because I hope to import month end figures to it once the audit is done) and 2008/09 which it recognizes as the current fiscal.
Any suggestions would be appreciated.