Versions Compared

Key

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

...

Accounting periods can be managed in the the settings module or the finance & administration module. They are usually managed by designated role(s) or person(s) within each agency or office.

...

ON THIS PAGE YOU WILL FIND:

...

Table of Contents

CHECK COMPANY SELECTION

  • If you have access to multiple companies within your system, ensure you have selected the relevant entity from the dropdown list before making any updates to settings

  • If you only have access to one company this field will default accordingly

...

SET THE FINANCIAL YEAR

  • Go to the settings module

  • Select company settings > accounting periods

...

  • In the top half of the screen you can set/delete your agency’s financial year

...

ICON

...

FUNCTIONALITY

...

Create new accounting year

...

Delete accounting year

...

Move first month from selected year to previous year

...

Move last month from selected year to next year

LOCK OR OPEN ACCOUNTING PERIOD

  • To fully lock or open a period then click in the period number column for the month you wish to open/lock 

  • Then click select/deselect entire row button …or…

...

  • Alternatively, select and deselect individual transaction types

...

Info

For more information on how to manage accounting periods please refer to the Month End > Manage Accounting Periods article.

...

Filter by label (Content by label)
showLabelsfalse
showSpacefalse
cqllabel in ( "settings" , "= "month-end" ) and space = currentSpace ( ) and title !~ "\"Settings > Manage Accounting Periods\""
labelsaccounting-periods

...