Overview of financial years and periods
Menu path
System ➔ General ➔ Settings ➔ General settings
Introduction
This document provides you the steps to creating and
maintaining financial years and periods.
What version are you using?
The information in this document is applicable to product
update 407 and higher. If you have versions lower than this, certain features explained
here will not be applicable.
How do I reopen closed periods?
- Under the Period and year control section, click the Calendar icon at Period-date calendar.
- In the overview screen, select the relevant financial year.
- Click Reopen periods.
- A confirmation message will be displayed. Click Yes to proceed, or click No
to cancel. If you clicked Yes, a green
check mark will be displayed in the Open column to indicate that the
periods in the selected financial year have been reopened.
How do I close periods?
- Under the Period and year control section, click the Calendar icon at Period-date calendar.
- In the overview screen, select the relevant financial year.
- Click Close periods.
- A confirmation message will be displayed. Click Yes to proceed, or click No
to cancel.
- A notification message will be displayed. Click OK.
How do I delete financial years?
- Under
the Period and year control section, click the Calendar icon at Period-date calendar.
- In the overview screen, select the relevant financial year.
- Click Delete.
- A confirmation message will be displayed. Click Yes to proceed, or click Cancel.
- A warning message will be displayed if there are budget entries created for the selected financial year. Click Yes to proceed, or click No to
cancel.
How do I modify or view the periods in financial years?
- Under the Period and year control section, click the Calendar icon at Period-date calendar.
- In the overview screen, select the relevant financial year.
- Click Open.
- In the Period-date table screen, the periods defined for the selected
financial year will be displayed.
- To modify the periods, make the necessary changes in the relevant columns.
How do I create financial years?
- Under the Period and year control section, click the Calendar icon at Period-date calendar.
- In the overview screen, click New.
- In the Period-date table, define the Start date and End date columns.
- Click Save, and then click Close.
- A confirmation message will be displayed. Click Yes to save the changes, click No to cancel the changes, or click Cancel to go back to the
previous screen. For more information, see Creating
and maintaining period-date table.
How do I set the default financial year?
- Under the Period and year control section, click the Calendar icon at Period-date calendar.
- In the overview screen, click Settings.
- In the Settings screen, define the default financial year at Default
financial year.
- Click Save. For more information, see Defining
default financial year and maximum entry periods.
How do I set the maximum entry period for a financial year?
- In the overview screen, click Settings.
- In the Settings screen, define the maximum entry period at Maximum entry
period.
- Click Save. For more information, see Defining
default financial year and maximum entry periods.
Buttons
Reopen periods
Click this to reopen all the closed periods of a
selected financial year.
Close periods
Click this to close all the open periods of a selected
financial year.
Delete
Click this to delete the selected financial year. You
can only delete financial years that have no transactions linked to it.
Open
Click this to view or modify a selected financial year.
New
Click this to create a period-date table for a
financial year. For more information see Creating
and maintaining period-date table.
Settings
Click this to set the default financial year and the
maximum entry period. For more information, see Defining
default financial year and maximum entry periods.
Close
Click this to exit.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
Sub category: |
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Document ID: |
12.305.092 |
Assortment: |
Exact Globe+
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Date: |
26-09-2022 |
Release: |
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Attachment: |
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Disclaimer |