13th period transactions can be reported by themselves, or they can be included with the conventionally dated transactions on a YTD basis.
When filtering reports and transaction listing, you will need to be mindful that the 13th period transactions won't be included if an asterisk isn't used in the report Date field. 13th period transactions can be reported by themselves, or they can be included with the conventionally dated transactions. When viewing 13th period transactions along with conventional dated ones they will only be shown as part of a YTD value.
Reporting transactions in both the conventional twelve periods AND the 13th period will reflect 13th period entries in the YTD balance regardless of the 'To' date selected. It will not reflect partial months/partial years of 13th period entries.
The 13th period cannot be reported as part of normal daily, weekly or monthly P&L and can only be reported on its own or as part of a YTD value.
The below examples show the effects of the 13th period when filtering transactions in the Find Transactions Window. For the purposes of this comparison, two Spend Money payments have been entered for the same date, but one is dated in the 13th period.
Example 1: Reporting transactions in both the conventional twelve periods AND the thirteenth period. Enter an asterisk in the To date field ONLY, for example From 01/07/2012 To *29/07/2012.
Example 2: Reporting transactions within the conventional twelve periods. DO NOT enter an asterisk in either of the Date fields, for example From 01/07/2012 To 29/07/2012.
Example 3: Reporting transactions within the thirteenth period ONLY. Enter an asterisk in BOTH the From and To Date fields, for example From *01/07/2012 To *29/07/2012.
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|These filtering principles apply to most reports. |