Report Designer: Letters printing to FileCabinet CS based on system date

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If a letter or cover letter is the first item in a Report Profile, or a letter is the only item being printed to FileCabinet CS, the letter or profile may be filed by the system date rather than the current period end date. To have the letter or profile filed by the period end date rather than the system date, follow these steps.

Note: You will still need to complete the following steps when there is not a date present in the letter to send the letter to a folder in FileCabinet CS for the period end date rather than the system date

  1. Choose File > Report Designer.
  2. In the Reports list frame click the Letters button and then double-click the letter to open it in the design grid.
  3. Choose File > Page Setup.
  4. On the Report tab, choose Accounting dates and mark the checkbox next to Current Period. Show me

  5. Choose File > Save to save your changes.

If the letter is already included in a report profile, it will need to be removed from the profile and included again in order for any changes to be reflected.

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