The 'Set Period Range' button allows you to set a Start and End Period range to view only transactions within that range.
See example below of Setting up a Period Range from Within Bankings - Daily Totals.
- Log onto Readysell
- Click on 'Financials'
- Click on 'Cash Book'
- Click on "Bank Accounts"
- Highlight the Account Site
- Click on "Daily Totals"
- Click on 'Set Period Range'
- A Pop up Box will appear
- Enter the 'Start Period'
- Enter the 'End Period'
- Click on OK
- The Data drawn to the screen with only be for the Period range selected.