Configuring Customizable Soft Dates

You can create personalized soft dates that you can later use within the Soft Dates tab.

To create a customizable soft date:

1. Navigate to the Soft Date Configuration tab.
2. Click New.
3. Enter a name for the customizable soft date.
4. [Optional] Enter a description for the customizable soft date.
5. Select a soft date configuration type.
6. [Optional] Complete the remaining fields. For more information, see Soft Date Period Formats and Customizable Soft Dates Fields.
7. Click Save.

Notes:

• To move a soft date forward in time, enter a positive number as the value in the corresponding field. To move a soft date backwards in time, enter a negative number as the value in the corresponding field. You can use and combine these fields according to your needs.
• Opening Balance and Year to Date cannot be selected at the same time.

For more information, see Soft Date Period Formats.