Scenario
Exclude the Adjusting Period transactions on Financial Reports
Solution
1. Navigate to Reports > Financial > Report > Customize.
2. On the Financial Report Builder page proceed to Filters Tab, click the + sign to expand the
Financial Folder and select the Accounting Period field
3. Set the Filter to: Not equal to: then select the Adjustment Period
4. Click Preview/Save
Expected Result: Transaction posted under the Adjustment period is filtered out.
Note: Please make sure that the Show in Filter Region checkbox under Filter Tab for Accounting Period is marked as YES.