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How to set default accounting period in Account Monitor? — Cloud Customer Connect
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How to set default accounting period in Account Monitor?

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edited Jan 30, 2019 4:30PM in General Ledger & Intercompany 2 comments

Summary

How to set default accounting period in Account Monitor?

Content

Currently, when we use the Account Monitor under the General Accounting Dashboard, when switching between different monitors, they default to an old accounting period.  I have not been able to find how to change which periods these default to.  This can cause confusion if a user is looking at data they believe to be current, but have not realized is set to an old accounting period.  We are using Fusion Financials SaaS/cloud release v9.

If you have information as to how to go about this, I would greatly appreciate any feedback.

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