1. Setting Up and Configuring Account Reconciliation
  2. Setting Up Reconciliation Compliance
  3. Configuring Periods
  4. Creating Periods
  5. Filtering the Periods List

Filtering the Periods List

Use filters on the Periods dialog to help you narrow down your period list so that you can view only the periods you want to work with.

This is especially useful when you are working with large numbers of periods over several years or are working with daily periods.
Period filter bar

Available filters include:

  • Start Date (defaults to base calendar)
  • End Date (defaults to base calendar)
  • Close Date (default to base calendar )
  • Status
  • Last Updated On
  • Last Updated By
  • Created On
  • Created By
  • Prior Period
  • Frequency
  • Name