Logic for Date Range

Go to Menu > Portal Setting

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Step : 1 Completed Documents, Saved Documents and Lodgements page – the date range for the following depends on the default date range that they set up in the Portal Settings page (see screenshot)

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Step 2 : Annual Statement page – logic we used for the date range is: 3 months (2 months before the current date and 1 month after the current date). Sample: Date today is 01/01/2020, the date range will be 01/11/2019 – 01/02/2020.

Step 3 : Reminders page - the default date range is 4 months (2 months before the current date and 2 months after the current date). Sample: Date today is 01/01/2020, the date range will be 01/11/2020 – 01/03/2020.

 

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