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.