For item number one, you can save a setting using a unique name. I have one called Income Statement and define the Fiscal Year as 2015-12.  Then when I want to generate the report for say April, I only have to scroll back a few months.

Item number two uses the current business date as the default.  You can define the business date in the lower right hand corner of the screen but we have chosen to have the business date default to the system date.

thanks for your insight.

for item 1, can you direct me how to do that.

item 2, by doing this, will it take the same date as the post date.

thanks

thanks for your insight.

for item 1, can you direct me how to do that.

item 2, by doing this, will it take the same date as the post date.

thanks

1. When you open up the Financial Reports, set the options, hit the save icon, define the setting name and hit ok.  You can have multiple settings and you can change the settings and resave any time.

2. You'll have to experiment.  We choose not to use this and instead have staff trained to input these fields based on our business needs.

Sage has a great built in help feature that you may not know about.  If you right click on a field, most times you'll see a What's this? link that opens up the Help topic specifically associated with that feature.