Financial Periods

Use the Financial Periods screen to define your organization's financial periods for fiscal years. You can enter this data for several years at a time.

Financial Periods

Fields on the Financial Periods setup screen

Field Description Notes

Audit

View a history of changes to the screen.


Years

Years to which you add financial periods.


-

Delete year

Delete the selected year.

This button is available only if a year is selected.

+

Add year

Add a new year to the Years list.


Period

Financial period in the selected year.


Start Date

Start date of the selected financial period.

This field can only be edited for Period 1. Each subsequent period is determined (and automatically updated) by the end date of the previous period.

End Date 

End date of the selected financial period.