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A provider can report a sale weeks after it happened, and you may account for it later still. Target Period, Sale Date, and Transaction Date keep those timings separate so you can report the file without changing its sales history.
Date-based escalations, described below, are available on Pro and Enterprise plans.

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What each field means

Target Period belongs to the whole sales file. It’s an optional year and accounting cycle label, such as 2026M7 for July 2026. Use it to find files when choosing a period’s inputs. Setting the label doesn’t add the file to a period. Sale Date and Transaction Date belong to each sales file row, so one file can contain several dates. What a provider means by Transaction Date depends on its report: it may represent when it recorded or settled the transaction. Check the provider’s column definition when choosing a template mapping. Keep the provider’s dates when they’re available, and choose Target Period based on when you plan to report the file.

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A report that arrives later

Suppose a provider reports a Spotify stream of Nora Lane’s Midnight Run with a Sale Date of 20 May 2026 and a Transaction Date of 15 June 2026. You receive the file in July and plan to include it in July’s monthly accounting: When you create July’s period, select this sales file among its inputs. Qlero can process its eligible rows in July even though their dates are earlier. Neither row date acts as a cutoff at the period’s start or end. If you decide to report the file in August instead, update its Target Period to 2026M8 and select it when preparing August’s period. The May and June dates still describe the same sale. Changing Target Period alone doesn’t move a file already included in another period.

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When the row dates affect a royalty

A date-based escalation can change the royalty rate when a row’s Sale Date or Transaction Date reaches a threshold. Qlero compares the date chosen by that escalation with the threshold, including the threshold day itself. With a 1 June 2026 threshold, this row qualifies under Transaction Date (15 June), but not Sale Date (20 May), assuming it matches the escalation’s other conditions. Choose the date that the agreement’s rate change is based on. The contract’s Start Date and End Date are separate reference fields. They don’t limit which sales it earns on; repertoire assignments and contract terms determine participation and pricing. See the Contract glossary.

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Find the dates on a sales file

Viewing sales files requires view access to Sales Files (+ Sales Explorer); changing their Target Period or default dates also requires write access. If you don’t see Sales Files or its edit controls, ask your administrator. See User access and roles.
Open Income › Sales Files and click the file’s name. The target period sits below its name; an unset field shows Select target period. On Overview, Included in periods shows the periods that actually contain the file. Click Lines to inspect the rows’ Sale Date and Transaction Date. If they’re hidden, use Configure Columns to show them. The Default dates on Overview are file-level fallback settings; see Sales file overview for when they apply and how to change them. If a row is missing a date, follow Resolving invalid lines. For corrected dates that need to reach already valid rows, read Revalidate vs re-import before choosing an action.

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Next steps