Description
The System Date Picker sits in the top right of the screen. Like the Location Picker, it controls the context for the system.
This screenshot displays how to pick a different date to use as the systems date through either typing in a date in YYYY-MM-DD format, OR clicking to select Year then Month then Day:
System Effects
Table and List Data
The System Date Picker will limit the data shown by setting the context of reports to use this date. For Example, if you select 12/31/2024 as the date for the Trial Balance report, then the report will display the Trial Balance for fiscal start date through the selected End Date (12/31/2024). In this demo system, the fiscal period is Jan 1 to Dec 31, so this would be a full TB for the 2024 Fiscal Year:
If you change the date to 11/30/2024, the balance columns will now be for fiscal start date through November 30th, 2024 on first page load:
Note: This is particularly impactful for the AP and AR Aging reports, as the aging will be as of the date in the System Date Picker.
Document Creation
Clicking the +New to create any new documents in your user interface will use the data in the System Date Picker as the default dates for dates like Transaction Date and Posted Date:
