Thank you Rubielyn_J for the response. I understand how to do this within a particular client through the Month-End Review. I want to see a different month on my Client Overview Bookkeeping screen. For example, the overview screen is now showing December. I would still like to see an Overview across all clients for November. Again, I understand I can do this at the client level, but I want to be able to "toggle" at the Accountant level to see all clients. Thanks, Brandon
