How do I change the period on the Overview?
ForLandlordsProperty managers
Who can do this
Anyone with View Accounting.
Where to find it
Accounting → Overview → the period picker in the filter bar.
Steps
- Click the period picker (it starts on Month to date).
- Choose Week to date, Month to date, Year to date, Last week, Last month, Last year or All time, or pick your own dates.
What happens next
Both the summary figures and the transaction list reload for the range. The range is matched on the date the money moved (the posted date).
Troubleshooting
A draft you just created doesn't appear: check the range covers its date, or choose All time.
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