How do I set my period preferences?

Various settings can be altered to change the behavior of periods within OC Enterprise. Changes made here will affect any new periods generated.

To Edit Preferences

  1. Click "Setup" from menu bar.
  2. Choose "Periods" from the dropdown menu.
  3. Select "Preferences".
  4. Enter preferences as shown below.
    Period Length Enter the number of days, weeks, or months in a period
    Month End Treatment Break, Extend, or Ignore. When setting up the periods, if you select "Weekly", you may want to end the period at month end, then continue to the next week and continue. This allows for month end reporting as well as weekly reporting. Extending means the dates will be extended. It's best practice to review the periods and adjust as desired before saving.
    Fiscal Year Begins Day of Month | Month


  5. Click "Save".