Defining reporting dates
You can control how dates are to be displayed and formatted in the financial statements.
What do you want to do?
Specifying the period date location
In the financial statements, you can specify that all period dates are to appear either in the statement area headings or in the top row of the description column in the tables.
Procedure
- Open the Financial statements document and select the Global Setup tab
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In the Global Setup tab, locate the Date location drop-down. This drop-down can be found in the Dates section of the tab.
- From the Date location drop-down, select one of the following:
Option Description Date in header Period dates are to be displayed in the statement area headings.
Date in table (above description) Period dates are to be displayed in the top row of the description column in the tables.
Results
The dates appear in the specified location.
Setting the date format
You can specify the format of dates that appear in the financial statements. You can also indicate that any month included as part of a date is to be capitalized. You can also use the regional date settings supplied by your computer's operating system.
For a list of the specifiers that can appear in a date format, see Date format specifiers.
Procedure
- Open the Financial statements document and select the Global Setup tab
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In the Global Setup tab, locate the Date format drop-down. This drop-down can be found in the Dates section of the tab.
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In the Date format drop-down, select one of the following or type your own format.
Option Description MMMM dd, YYYY This is the default presentation. Regional Use the regional date settings as defined by the computer operating system. - Select the Capitalise check box if months included in a date are to be capitalized.
Results
The dates are formatted as specified.
