Consulting a financial cut-off report

A financial cut-off report provides an overview of the financial cut-off date(s) for revenue lines. This report is available to users with the role of Financial Manager.

  1. In the Module menu, click Financial.
  2. In the Menu bar, click Reports.
  3. In the Submenu, click Financial Cut-Off.
  4. Select one or multiple internal companies from the Internal Company menu.
  5. Fill in Date From/To or select them using the calendar buttons.
  6. Optionally, fill in more fields to make the report more specific.
    Tip: To reset the filters, click Reset.
  7. Click Print.
An Excel report is generated. You can either open or save it.