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Create, Edit, or Delete Dates

Contents

Introduction

Dates allow you to see data at a specific point in time, such as December 31, 2013 or Last Quarter End. This page provides steps for how to create, edit, or delete dates. For more information about dates, see Dates and Date Periods.

Create a Date

To create a date, follow these steps:

1. On the Setup menu, under Firm Settings, click Dates.

2. Click Create.

3. In Date Name, type a name for the date.

4. Choose one of the following options:

   • Specific Date

   • Past Date

   • Previous Date.

5. When finished, click Create.

Edit a Date

To make changes to an existing date, follow these steps:

1. On the Setup menu, under Firm Settings, click Dates.

2. Click Edit next to the date you want to modify.

3. Make the necessary changes.

   • Specific Date

   • Past Date

   • Previous Date.

4. Click Save.

Delete a Date

To delete a date, follow these steps:

1. On the Setup menu, under Firm Settings, click Dates.

2. Click Delete next to the date you want to delete. The Delete link does not appear when the date is in use by a report.

   

3. Click Delete Date.