Pick a custom date range on a ledger page

Every Ledger screen with a period picker (Reports, the General Ledger, Bills and the rest) lets you set any start and end date:

1. Open the period picker at the top of the page and choose Custom Range. A calendar opens straight away, showing two months side by side.
2. Click the first day of the range, then the last day. While you move the pointer, the days in between are highlighted so you can see the range before you commit to it. Clicking the end before the start is fine: the range is put in order for you.
3. Check the line at the bottom of the calendar. It reads the range and how many days it covers, for example 1 Mar 2026 – 31 Mar 2026 · 31 days.
4. Click Apply. Cancel (or the Escape key) closes the calendar and keeps the range you had before.

Nothing changes on the page until you click Apply. After that, the range sits in a button beside the period picker; click it to open the calendar again and adjust the dates.

Start from a preset

The column on the left of the calendar holds the same lists as the period picker: Report periods (This Month, Last Quarter, Fiscal YTD and the rest) and, if your books are registered for sales tax, Filing periods. Click one to fill in its dates, then change either end if you need to.

If the range you apply is exactly a preset's dates, the page keeps the preset's name, such as This Month or a filing period like Q1 2026 (Mar-May), rather than calling it a custom range. That matters for a preset like Year To Date, which moves forward with today's date; a custom range stays on the dates you chose.

Type a date instead

The Start and End boxes above the months accept a typed date. Press Enter or click away and the box shows the day it understood, written like 1 Mar 2026, and the calendar jumps to it. If the text does not name a real day (31 Feb, say), the box goes back to what it held. You can type:

• A date with a month name: 1 Mar 2026, March 1 2026, Mar 1, 2026. Leave off the year to mean this year.
• A date in numbers: 1/3/2026 or 2026-03-01. A date that starts with a four-digit year is always read year, month, day. Otherwise the numbers follow the day and month order your browser uses, and where the browser writes the year first (the usual Canadian setting) they are read day first, so 15/03/2026 is 15 Mar 2026. Either way the box shows the result as 1 Mar 2026, so check it to see which reading you got.
• t or today, yesterday, tomorrow.
• A number of days from today: +7 or -30. Add w, m or y for weeks, months or years: -1m is a month ago, +1y is a year from today.
• Just a day, such as 15: that day of the month on screen.

Clearing a box clears that end of the range.

Move between months and years

• The arrows beside the month names (Previous month and Next month) move both months by one.
• Each month has a Month and a Year dropdown, so you can jump straight to a month several years back without clicking through.
• With the keyboard: the arrow keys move a day or a week, Home and End go to the start or end of the week, Page Up and Page Down move a month, and Shift with Page Up or Page Down moves a whole year. Enter or Space picks the day.

Why some days are shaded

Two kinds of day are shaded, with a one-line note above the month saying which:

• Days inside a GST/HST return you have marked as filed, for example "All of Jul is in a filed GST/HST return". Hover a day to see which return and when it was filed.
• Days on or before the date your books are closed through (the period lock), for example "Books closed through 31 Mar".

The shading is there so you know what a range covers. It does not stop you: you can pick a shaded day like any other, and reading a report over a filed or closed period changes nothing.