Accounting Ideas

Date range changing

When working on a specific supplier or customer, and adding for example a credit note or invoice. If you create the document and then click on the supplier/customer, the screen changes the date back to the current settings. Please keep the same date range until you change it!

  • Guest
  • Jul 21 2021
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  • Guest commented
    27 Jun, 2023 04:58pm

    I totally is a pain every time you posted a transactions it went back to current date. I have multiple clients that one year behind on their books and I struggle with the date settings. I hope Sage Cloud would make this easier for us sooner or later.

  • Guest commented
    14 Dec, 2022 02:16pm

    I totally agree with this, especially when we, as accountants, are working on year ends. we will almost always want to keep the same date range - the number of times I have to enter the dates is ridiculous, and the number of times you are scratching your head wondering why transactions aren't appearing only to realise that it has changed the date range back to the current month !

  • Guest commented
    29 Sep, 2021 09:36am

    I agree the dates needs to be set once only, each time you exit a screen they change back to the current settings. Perhaps give this as an option in the settings .