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