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Date Selection

Has the Date Picker options been explained?

The Date Range Selector enables the user to select through the drop-down menu, accessible at the top right of the screen, to view specific dates: E.g. open up Invoice List and the Custom date range will show (this is determined in employee preferences) then you can click on the drop down menu to choose a specific date range:

• Today, Yesterday, Last week,Month or Quarter, Previous Week, Month, Quarter, This Financial Year etc.
• The user can also select the date range by selecting From and To, just click on the drop down menu and use the arrows to select months then click on the specific date in the calender. Once selected the dates automatically update with the rrequired information.
• From - refers to the oldest starting date of the information you wish to view and includes the date selected.
• To - refers to the most recent date of the information you wish to view and includes the date selected.
• The Date Range Selector is a valuable tool available in almost every Report and List within ERP. You can search over any date range going backwards and forwards for days, weeks, months and years. ERP has no restriction on how large the date range is, but keep in mind that the greater the range, the greater the amount of data selected, the slower the report or list is to generate. The smaller the range , the smaller the amount of data, the faster the report or list will be.
• The From & To Date Range function enables the user to search for information (data/transactions) within a specific date range, E.g. the current financial year, it makes it easier to find and view the data you are looking for.
• In the Report Selector, accessed by selecting the Reports tab in the Top Menu bar,  select the date ranges you require then  either double click the required report or click the OK button on the report selector.

N.B. If using BatchTransactions for reports, the reports are accurate up to the date and time as displayed in the very top windows bar. (The windows bar is normally blue and has the minimise, restore and exit buttons on it).