Gl Periods
REQUIRED FIELDS FOR SETUP
FISCAL YEAR
PERIOD BEGIN/END DATE
PERIOD NUMBER
PROCESS DESCRIPTION:
This GL Periods can be a single period or a full year. The main page displays all active periods and there are options to view the inactive, search, export data and to create a new period.
PROCESS:
ADD NEW
Click + Add New GL Period and select either a single period or a full year.
Single Period - Enter the Fiscal year and the begin/end dates of the period and the period number then Save.
Full Year - Enter the Fiscal year begin/end dates then Save.
EDIT
Click Edit to view the details of the period. The dates can be changed and there is also an option to Close the period. Any changes must be saved.