Setting the start date for the monthly period

Allow the user to configure which day marks the start of the financial month, based on their operational needs.

Example:
If the credit card statement closes on March 27, then transactions posted starting March 28 should automatically be included in the April period.

Objective:
Align financial reporting with the company’s actual closing logic, particularly for credit card expenses.

Benefits:

• Better alignment with the user’s financial routine

• Reduction in manual adjustments and filters on dashboards

• More accurate monthly metrics

• Better accrual-based management analysis