Editing an Accounting Period

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Edit an Accounting Period

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

  2. In the Processing Time Setup window, in the Accounting Year drop down list, select another accounting year if required.

  3. In the Description field, modify the name of the accounting period you want to edit.

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

  5. Modify the Tax check box to indicate if it is a tax period.

  6. Use the Closed check box to indicate that the accounting period is closed. If the accounting period is closed 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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