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Replace Field Settings into the 12 Month Income Statement

Replace Field Settings into the 12 Month Income Statement

Aug 6th, 2022

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How to Replace Field Settings into the 12 Month Income Statement

5 out of 5

22 votes

The standard financial statements in Sage 50 include the "Standard Income 12 Period" report, which breaks down the fiscal year by month (Period 1 through Period 12). However, the options do not allow for selecting a date range, meaning it can only be run for the current period. Users can change the current period to an open year, but closed years cannot be accessed. To enable functionality for closed years, simply click the save button while viewing the report and create a custom financial statement by naming it (e.g., "My Income 12 Period"). This action changes the report name and adds it to the list of available reports.

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