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Tip

If you are in January processing and want to generate reports containing prior year calendar year-end amounts, the account-based reports have an "As of Period" 

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title"As of Period" infoINFO

NOTE: This parameter is relevant to account-based reports. The as of period parameter will return amounts as of a specific period (ex. FYTD or MTD totals), but will not limit transactions on accounts. If using with a report that is transaction-based, this parameter will need to be used in combination with Start and Stop dates to filter the transactions that are included.

You also have the ability to temporarily change the current period to December. Once you are finished running your reports, you may switch the current period back to January.  

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