Change to Banking Date

Question asked by Chris Eden 11 years ago

When you view a period in the bank account, for example 2014-08, it offers you the choice of accounting date or banking date.

I bank with HSBC, and they choose the 5th - 4th as my monthly banking statement period.

When I change from Banking to Accounting, both display a 1st-31st listing.

How can I change the date of the bank account to be 5th - 4th?

Thanks,
Chris

1 Reply

Hello Chris,

You will not be able to change the default month dates as it will always be set from the 1st to the 31st of the month. The only way you can do this is by using the date pickers to select the month starting from the 5th of the month to the 4th of the next.

Regards,

Vanish

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are