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. Available types are:

    • Period
    • Quarter
    • Year
    • Periods of the Year
    • Quarters of the Year
    • Rolling Periods
    • Rolling Quarters
  6. (Optional) Enter a value in the Period Offset, Quarter Offset, or Year Offset field to move the soft date forward or backward in time relative to the current period. For more information, see Soft Date Period Formats
  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 About Soft Dates, and Soft Date Period Formats.