Use > Run > Financial Management > Accounting Periods > Create an accounting period record

How to create an accounting period record

  1. From the main menu, select Run > Financials > Accounting Periods. The Accounting Periods page is displayed.

  2. Click New icon New.

  3. In the New Accounting period dialog box, provide all requested information. This dialog box requests values for the basic attributes.

    Field Description
    Title External (common) name of the accounting period.
    Description Description that captures the details of the accounting period.
    Fiscal year Specify a fiscal year to which the accounting period belongs.
    Start date Specify a date that the accounting period will start.
    End date Specify a date that the accounting period will end.

  4. Click Save.

    Alternatively, you can click Save & add another to add another accounting period record, or click Save & Edit to continue editing the current accounting period record.

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