Setup step on the Date intervals page · General ledger

Set up Date intervals

Used to set up predefined periods, so that reports can be run without entering From and To dates each time.

Used by: Accountant, Accounting manager, Accounting supervisor and 6 more roles
Business process: Add new date intervals in Dynamics 365 Finance
Menu item: LedgerPeriodCode
Main table: LedgerPeriodCode
Data entity: LedgerDateIntervalEntity
Setup steps: 1 on this page

Show what matters for

Everyone

1What it is and why

What it is	Codes that define dynamic date ranges for financial statements, reports, and allocation rules.
What you do here	Used to set up predefined periods, so that reports can be run without entering From and To dates each time.
Example	A controller runs the Trial balance report each month by selecting a date interval, such as Current period, instead of changing the dates.

Date intervals page in Dynamics 365 — The page in a working Dynamics 365 system. page title tab to open what to set or check

Functional consultant · Solution architect

2Where it fits

Business process	Define accounting policies › Develop financial period strategy › Add new date intervals in Dynamics 365 Finance
Menu path	General ledger › Ledger setup › Date intervals
Set up first	—
Used next by	Trial balance Microsoft Learn ↗Ledger allocation rules Microsoft Learn ↗Cash position Microsoft Learn ↗
Related pages	Fiscal calendars Microsoft Learn ↗
In this process	—

End user · Functional consultant

3How to do it

Step by step, with screenshots

Set up Date intervals1 screen

Used to set up predefined periods, so that reports can be run without entering From and To dates each time.

Screen 1
Create the date interval
Go to General ledger > Ledger setup > Date intervals
1. Select New and enter the date interval code and description
2. On the General FastTab, set the interval start and end
3. Check the calculated from and to dates, then select Save
1Date interval code BEAT-CM
2From date 10/1/2026
3To date 10/31/2026
Description Atlas demo current month
Show the full screen
page title tab to open what to set or check

1Date interval code	BEAT-CM
2From date	10/1/2026
3To date	10/31/2026
Description	Atlas demo current month

Microsoft's steps

Go to General ledger > Ledger setup > Date intervals.
Select New.
In the Date interval code field, enter a code, such as January.
In the Description field, enter a description.
Under Interval Start, set the From date period type, From date Start/End and From date adjustment unit.
Under Interval End, set the To date period type, To date Start/End, To date +/- and To date adjustment unit.
Select Save.

Source: Microsoft Learn ↗

Field guide

Field	What it means	Worked example	Table column
Date interval code	The name of the interval, picked on reports instead of typing From and To dates each time.Microsoft Learn ↗	BEAT-CM	—
Description	—	Atlas demo current month	—
From date	—	10/1/2026	`StartChange`
To date	—	10/31/2026	`EndChange`

Functional consultant

4Setup decisions

Setup step	Recommended value and why	Decision · common mistake · test
Set up Date intervals	—	—

Solution architect

5Design impact

Shared or per company	Per company: each legal entity has its own records. Microsoft data model ↗
Can it be undone	—
Feature or country	—
If you change it later	—

Technical architect

6Technical

Menu item	`LedgerPeriodCode` Checked in Dynamics 365
Form	`LedgerPeriodCode` Checked in Dynamics 365
Table	`LedgerPeriodCode`Shown as “Date intervals” in Record infoChecked in Dynamics 365
Data entities	`LedgerDateIntervalEntity`Date intervals Microsoft data model ↗
Who can open it	PrivilegesMaintain date intervals for ledgers `LedgerPeriodCodeMaintain`View date intervals for ledgers `LedgerPeriodCodeView`DutiesEnable general ledger process `LedgerGeneralLedgerProcessEnable`Inquire into general ledger reference data `LedgerGeneralLedgerReferenceDataInquire`Enable general ledger process `RentalLedgerGeneralLedgerProcessEnable` 9 security roles Budget manager `BudgetBudgetManager`Chief financial officer `CompanyChiefFinancialOfficer`Accountant `LedgerAccountant`Accounting manager `LedgerAccountingManager`Accounting supervisor `LedgerAccountingSupervisor`Financial controller `LedgerFinancialController`Rental manager `RentalManager`Rental purchasing manager `RentalPurchasingManager`Rental sales manager `RentalSalesManager` Checked in Dynamics 365
Actions on the page	—

Developer

7Developer

Open it directly	`https://<your-environment>/?mi=LedgerPeriodCode`
Integrate with	`LedgerDateIntervalEntity` data entity Microsoft data model ↗
Table definition	`LedgerPeriodCode` columns and relations Microsoft data model ↗