Fields in the Preferences window - Reports & Forms view

Fields in this window

Preferences window - Reports & Forms view

Use Daily Aging Periods

1st: __ Days

2nd __ Days

3rd __ Days

Mark this options if you want to use aging periods that are based on a particular number of days for each period. If you choose to use daily aging, you can use any number of days you like, up to 999 days. For example, if aging periods of 7, 14 and 21 days are common in your industry, enter 7 for the first aging period, 14 for the second aging period, and so on.

The entries you make here will be used to group transactions when you print statements and reports, including the Aged Receivables and Aged Payables reports, and the Receivables Reconciliation and Payables Reconciliation reports. In addition, aging periods are used to categorize information in AccountEdge's analysis windows.

This is a system-wide preference; the choice you make here will affect everyone who uses this data file.

Use Monthly Aging Periods

Identify by

Mark this option if you want to use aging periods that begin on the first day of each month and end on the last day of each month. If you mark this option, also choose whether your aging periods will be labeled with the name of the month (July, August and so on), or by month numbers (1 month, 2 months, 3 months and 3+ months).

The entries you make here will be used to group transactions when you print statements and reports, including the Aged Receivables and Aged Payables reports, and the Receivables Reconciliation and Payables Reconciliation reports. In addition, aging periods are used to categorize information in AccountEdge's analysis windows.

This is a system-wide preference; the choice you make here will affect everyone who uses this data file.

Refer to Examples of monthly aging to see how monthly aging is used in AccountEdge.

Include Currency Symbols in Reports

Mark this selection if you wish to display currency symbols next to amounts in your printed reports.

Include Currency Symbols in Forms (Checks, Invoices, etc.)

Mark this selection if you wish to display currency symbols next to amounts in your printed forms, such as checks, statements and invoices.

Always Display Filters Before Printing Reports

Mark this selection if you want the Report Filters window to appear each time you click the Print or Display buttons in the Index to Reports window. This feature eliminates the need for clicking the Filters button to determine the information you want on a report.

Include All Payroll Categories with YTD amount on Paycheck Stubs

Mark this selection if you want all payroll categories to appear on your paycheck stubs with the year-to-date amount for each category displayed.

Reports button

Click this button to open the Customize Reports window, where you can change the default font you use in your printed reports.

Forms button

Click this button to open the Change Default Font window, where you can change the default font you use in your printed forms, such as checks, invoices, statements, purchase orders and mailing labels.

OK button

Click this button to accept the entries you’ve made in this window.

*Use Daily Aging Periods* *1st: __ Days* *2nd __ Days* *3rd __ Days*	Mark this options if you want to use aging periods that are based on a particular number of days for each period. If you choose to use daily aging, you can use any number of days you like, up to 999 days. For example, if aging periods of 7, 14 and 21 days are common in your industry, enter 7 for the first aging period, 14 for the second aging period, and so on. The entries you make here will be used to group transactions when you print statements and reports, including the Aged Receivables and Aged Payables reports, and the Receivables Reconciliation and Payables Reconciliation reports. In addition, aging periods are used to categorize information in AccountEdge's analysis windows. This is a system-wide preference; the choice you make here will affect everyone who uses this data file.
*Use Monthly Aging Periods* *Identify by*	Mark this option if you want to use aging periods that begin on the first day of each month and end on the last day of each month. If you mark this option, also choose whether your aging periods will be labeled with the name of the month (July, August and so on), or by month numbers (1 month, 2 months, 3 months and 3+ months). The entries you make here will be used to group transactions when you print statements and reports, including the Aged Receivables and Aged Payables reports, and the Receivables Reconciliation and Payables Reconciliation reports. In addition, aging periods are used to categorize information in AccountEdge's analysis windows. This is a system-wide preference; the choice you make here will affect everyone who uses this data file. Refer to Examples of monthly aging to see how monthly aging is used in AccountEdge.
*Include Currency Symbols in Reports*	Mark this selection if you wish to display currency symbols next to amounts in your printed reports.
*Include Currency Symbols in Forms (Checks, Invoices, etc.)*	Mark this selection if you wish to display currency symbols next to amounts in your printed forms, such as checks, statements and invoices.
*Always Display Filters Before Printing Reports*	Mark this selection if you want the Report Filters window to appear each time you click the Print or Display buttons in the Index to Reports window. This feature eliminates the need for clicking the Filters button to determine the information you want on a report.
*Include All Payroll Categories with YTD amount on Paycheck Stubs*	Mark this selection if you want all payroll categories to appear on your paycheck stubs with the year-to-date amount for each category displayed.
*Reports button*	Click this button to open the Customize Reports window, where you can change the default font you use in your printed reports.
*Forms button*	Click this button to open the Change Default Font window, where you can change the default font you use in your printed forms, such as checks, invoices, statements, purchase orders and mailing labels.
*OK button*	Click this button to accept the entries you’ve made in this window.