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This is very important because most of the filter types will be looking into this setup to identify the date filter. See How to Use As Of Date to illustrate how fiscal year setup is used when generating financial reports.
Not only that, how the fiscal year is setup plays a significant role as it will dictate how filter types work, how they can sometimes derive the same result and how they can vary. The table below will show you filter types that will result to the same result when Fiscal Year screen has setup like that of the calendar and how it varies if the setup does not start with Jan 1 and end with Dec 31.
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Calendar Year
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Does not necessarily start with Jan 1 and end with Dec 31
Ex: Fiscal Year starts July 1 and ends June 30
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will show different result
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Filter Type - As Of Next Fiscal Year
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Fiscal Year
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will show different result
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will show different result
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For all the illustrations in the topics under this page, the setup we will be using is the same as that of the calendar, where it starts with Jan 1 and ends with Dec 31.
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Now that contributing factors had been presented on how Filter Type will work, time to explain each and every Filter type and how it works plus some illustrations. See topics below.
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See Filter Type Dates and Net Income based on illustrations page to show you a table that lists all the Filter Types and their specific dates of coverage based on the Fiscal Year setup. The Net Income column is also shown to show you example of amount derived for all the illustrations.
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