View source | Discuss this page | Page history | Printable version   

Category:Configure Period End Close to Financial Report


This section contains information on configuring the Period End Close to Financial Report process.

Fiscal Calendar and Periods

To see the existing fiscal years already created navigate to the Financial Management || Accounting || Setup || Fiscal Calendar window[Year] tab:


To create a new year, click either "Create a new record in forme" icon or "Insert Row", and then enter the year.

Now, the periods for the newly created year must be created. Using the Create Periods button the system will automatically create one period per month into the [Period] tab:


If different periods are required the Create Periods process can always be skipped and the periods created manually one by one within the [Period].
The user can also edit them or create new ones, for example Dec A from 1st to 15th and Dec B from 16th to 31st. 

Pages in category "Configure Period End Close to Financial Report"

This category contains only the following page.


Retrieved from ""

This page has been accessed 2,756 times. This page was last modified on 23 August 2011, at 15:04. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.