PSA L&P - Accounts: How to see the activity for an account for a specific date range

How to see the activity for an account for a specific date range

An Account Balance Report will show you the transactions for an account based on the date range you choose. 

Go into Reports → Accounts → Account Balance → choose the date range and the account

When selecting a Date Range from all options except the Custom Date Range Specified, the results are based on your current accounting period.

 


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How to find the current accounting period

 

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