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Replace Field Settings from the 12 Month Income Statement

Replace Field Settings from the 12 Month Income Statement

Aug 6th, 2022

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How to Replace Field Settings from the 12 Month Income Statement

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51 votes

The standard financial statements in Sage 50 include a report called "Standard Income 12 Period," which offers a monthly breakdown of the current fiscal year. While you cannot select a date range directly, you can change the current period to run the report for a previous open year. However, closed years cannot be accessed this way. To enable functionality for custom reports, you can save the report with a new name, creating a custom financial statement. By clicking the save button and naming it (e.g., "My Income 12 Period"), the report name updates, and it appears in the report list, allowing easier access for future use.

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