Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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.

...

Anchor
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.

Image Added

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. Image Removed

Financial Period End
Enter your financial accounting periods and corresponding Period End Dates.

...