Periods

There are two cards for Periods in the user interface under Applications:

• Application > Periods - used to create, edit and delete periods as well as kick off Auto Reconcile and Generate Report Binder.
• Application > Configuration > Periods - used for administrative tasks related to periods such as set status

Example 1: Creating, Editing and Deleting Periods

• From Home, then Applications, you can access Periods and create, edit, or delete periods as well as kick off Auto Reconcile or Generate a Report Binder.

  
  
  

• The period related tasks by an administrator under Application, then Periods are:

  • Edit - used to edit a period.
  • Delete - used to delete a period.
  • Auto-Reconcile - used to kick off auto reconcile for a period.
  • Generate Report Binder

Example 2: Most Commonly Used Period Related Tasks Such as Set Status

• From Home, then Applications, then Configuration, then Periods, you can perform common administrative tasks for periods.

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• You can access the following tasks from Application , then Configuration, then Periods:

  • Set Status to open, close, or lock a period for a reconciliation.
  • Import Currency Rates For
  • Import Data
  • Import Pre-Mapped Data
  • Create Reconciliations
  • Check for Missing Reconciliations