Create a fiscal period

Create a fiscal period when a required base or adjustment period was not generated automatically. Select Menu, then select Accounting > Accounting periods.

Before you begin

You need permission to manage accounting periods. Create the parent fiscal year and optional quarter first. Base periods cannot overlap other base periods, and adjustment periods cannot overlap other adjustment periods.

Create a fiscal period

1. Select Menu, then select Accounting > Accounting periods.
2. Select Create accounting period, then select Fiscal period.
3. Enter a unique Period name, Start date, and End date.
4. Select Period is adjustment only when this is an adjustment period.
5. In the fiscal calendar row, select Edit and assign the parent period required by your calendar structure.
6. Select Create.

The fiscal period appears under its parent period in the Accounting periods list.