Adding Period Definition Years
From the Administration menu, select Financial, select Cashiering Management, and then select Period Definition Years.
Select New and complete the following:
Property. Confirm or select the property.
Year. Enter the year (YYYY).
Type.
Calendar. Select to setup a calendar year.
Fiscal. Select to setup a fiscal year.
Description. Enter a description for the year (for example, FY21)
Start Date. Enter or select the start date for the year.
End Date. Enter or select the end date for the year.
Click Save.
Editing Period Definition Years
From the Administration menu, select Financial, select Cashiering Management, and then select Period Definition Years.
Enter search criteria and click Search.
In the search results, select the code, click the vertical ellipsis, and select Edit.
Update the description.
Click Save.
Deleting Period Definition Years
From the Administration menu, select Financial, select Cashiering Management, and then select Period Definition Years.
Enter search criteria and click Search.
In the search results, select the code, click the vertical ellipsis, and select Delete.
Click Delete to confirm.
Parent topic: Configuring Cashiering Components