Page Comparison

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Folders in Control Parameters
Various folders (directories) must be set up for certain functionality within Workbench to operate correctly.

CONTROL PARAMETERS - MANDATORY:

Browse Attachment folder:
The start browsing position when searching for files using the Attach Files option

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File Store Location:
UNC Folder Path to Common File Storage Area. This is the root folder, under which the File Attachment process will automatically create a folder structure to contain the various files created using this process.

CONTROL PARAMETERS - OPTIONAL:

Temp Report File Directory:
Used with Report Scheduling function only. The UNC Directory where the Report Scheduling process will save the output reports prior to them being emailed 

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Bulk Create Periods
Enter 'No of Periods to Add' on the screen and click the Add Periods button. This will automatically create the records in the Period Ends table, beginning at the next Year / Period and having Period End Dates as the month end dates.
If you Period Ends are not calendar end dates then the default dates will need to be edited.Select

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PeriodEnds PeriodEnds

Control Period Ends

This screen displays the twelve Financial and Time Periods for each respective year.
The Period Ends can be configured in monthly, multi-week blocks, or as required.

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Add Periods button
Use this button in combination with the "Number of Periods to Add" to add additional periods, when required.

Current Period
Enter the Year / Period to be used as the default when Year / Period when opening various screens as the default Year / Period for filtering / reporting purposes. It is a default only and can be overridden.
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Financial Period End
Enter your financial accounting periods and corresponding Period End Dates.

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