You may have wondered what to do with all fiscal periods when they are not used by the business. Turns out, they could come really handy for crafting some advanced views.
Just yesterday I needed to find in our CRM all past time entries excluding current month, that have not been invoiced yet (of course, we use our CRM for time keeping and billing, isn’t everyone here?). I could have entered a standard “on or before” condition but I wanted to have a fixed view without the need to re-enter the date.
Step 1. Set your fiscal period under Settings > Business Management > Fiscal Year Settings to month:
Step 2. Add Last X Fiscal Periods condition to your query and enter a sufficiently large number (I chose 3 years):
That condition alone will return all previous entries excluding the current month (which, in fact, is our fiscal period, because we do our invoicing on a monthly basis). By adding another condition on record status I can now retrieve all time entries that need to be invoiced.