If a user complains about not being able to select a specific date on a report, (e.g. Trial Balance, Sales by Customer, VAT Report), a simple click on Home > Set Preferences is the answer to it.
Just instruct them to Home > Set Preferences as shown on this screenshot.
Under Analytics, you will see the first preference called “Report By Period”. Set it to Never.
Let’s take a look at what each option means:
Never – allows you to see the “As of” <Date> on all reports, e.g. As Of 07/31/2018
Financials Only – allows you to see “As of” <Accounting Period> on financial reports only. e.g. Jun 2018, July 2018, March 2017, etc.
All – allows you to see “As of” <Period> on ALL reports, not just financials.
These preferences affect how the report ties up with the Balance Sheet. When you set the “Report by Period” to ALL, this makes the report and the Balance Sheet match.
This will also affect the user’s financial KPIs. Always instruct them to set this preference back to “All Reports” or “Financials Only” after running the desired report.