Setting up a new Accounting Period

Last modified 08:05, 24 Apr 2017

Set up new Accounting Period

  1. On the main menu, click Maintenance > Time Setup > Processing Time Setup.

  2. In the Processing Time Setup window, from the Accounting Year drop down list, select the accounting year.

  3. In the Description field, enter the name of the accounting period.

  4. Define the Start and End Dates for the period by selecting the dates from the calendars.

  5. Select the Tax check box only if the tax period has been closed and if you have run the tax reports for the period and do not want to make any further changes to the tax in this period.

  6. Use the Closed check box to indicate that the accounting period is closed. If the accounting period is closed, the period will not be available for posting the next time you access the window, and you cannot enter or post timesheets into that accounting period.
    If the application contains draft timesheets, you cannot close the accounting period. If draft bills exist within the application, you can close the accounting period.

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