Can I change the default start date?
Project Accounting stores the default start date in Options (F12). The default start date is the beginning date in the date range that the routine will use to select jobs. You can change the start date to select the first day of the current month or prior month. The default Options will use the first day of the current month.
You would change the default start date to control the beginning date used for transactions, reporting, or processing activities. Adjusting the default start date helps ensure information is entered into the correct accounting period and allows staff to work with the appropriate project timeframe. This can be useful when reviewing historical activity, processing prior-period transactions, or preparing for a new reporting cycle.
Do this...
1. Open Connect Project Accounting > Jobs > Create Batch Invoices.
2. Click Options (F12).
The Create Batch Invoices Options displays.
3. Click to select the checkbox titled Start Date Begins With the 1st Day of the Previous Month.
4. Click OK.
The routine changes the start date to the first day of the prior month.
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