How do I set up periods?

This feature will allow you to set up periods for reporting, accounting, and inventory.
NOTE: For Enterprise users, these periods should be consistent with your website reporting periods.

*Once period information is finalized, the ability to go back and edit information prior to the closing date will require a user with permissions to edit.

Before adding periods, ensure you have indicated period length, starting day and month end treatment for proper calculations.

To Create a New Period:

1. Click "Settings" (upper left corner)
2. Choose "Setup"
3. Select "Periods"
4. Click "Generate Periods"
5. Choose the number of periods to generate. If this is  your first time generating a period, choose one or two periods for now, as more can be added once initial ones are saved.
   NOTE: The length of periods and rules for generating periods are specified in Preferences.
6. Click "OK"
7. The periods will now be displayed for your review and editing if required. Ensure the dates are correct.
8. Click "Save"

To Edit an Existing Period:

1. Click "Settings" (upper left corner)
2. Choose "Setup"
3. Select "Periods"
4. Select the existing period to edit.
5. Choose the new Start Date, End Date, or edit Period Index Number as required. These should not conflict with existing periods.
6. Click "Save"

To Delete an Existing Period

NOTE: Be extremely careful when deleting periods as the lockouts, reports, and budgets will not be available for reporting.

1. Click "Settings" (upper left corner)
2. Choose "Setup"
3. Select "Periods"
4. Select the existing period to delete.
5. Click "Delete"
6. Click "Save"