Enter an ending date if you only want statement and processed payment records dated before a certain date to be included on the report. Enter the date in month/day/year format (i.e., mm/dd/yyyy). The "/" characters are automatically inserted. If "mm/dd/yyyy" is specified for the ending date, no ending date will be used. The default date is the system date.

The Ending Date will also be used as a cut-off date for the client's Balance Due.

Note: The Client Ledger Report includes unprocessed payments through the WIP Pymt Cut-Off Date specified (not the Ending Date). These payments are designated as "WIP" in the Reference # column. Payments "on hold" are not included on these reports (i.e., payments with H-Hold in the Status field).

The button can be used to open a Calendar window that allows you to select a date.

See also:   Date Field Conventions