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. In Accounting CS, Open File and select Report Designer.
  2. In the panel on the left, select the Letters button.
  3. Open the desired letter.
  4. Open File and select Page Setup.
  5. Open the Report tab.
  6. In the Date Options section, choose Accounting dates in the Date dropdown menu.
  7. Mark the checkbox for Current Period in the same section.
  8. Open File and select 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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