Running m-Fin Reports During July
Are you looking for a budget entry or transaction that was recently processed? You may need to advance the Fiscal Year and Accounting Period prompts on your m-Fin reports.
These prompts default to the prior fiscal year for the first few weeks of July until 3rd Close (Period 997) is complete. So, if you want to see your updated budget or any transactions posted as of July 1, you’ll need to select the new Fiscal Year and current Accounting Period manually.