Configuring Period Definition Years

Prerequisites for Configuring Fiscal Period Reporting

You can set up fiscal years based on either the calendar year (January 1 through December 31) or on any 12-month period (such as September 1 through August 31).

Adding Period Definition Years

1. From the Administration menu, select Financial, select Cashiering Management, and then select Period Definition Years.

2. Select New and complete the following:

   1. Property. Confirm or select the property.

   2. Year. Enter the year (YYYY).

   3. Type.

      1. Calendar. Select to setup a calendar year.

      2. Fiscal. Select to setup a fiscal year. 

   4. Description. Enter a description for the year (for example, FY21).

   5. Start Date. Enter or select the start date for the year.

   6. End Date. Enter or select the end date for the year.

3. Click Save.

Editing Period Definition Years

You cannot edit the Start/End Date fields after the year is saved. When the Edit link is selected, the only editable field is the Description field.

1. From the Administration menu, select Financial, select Cashiering Management, and then select Period Definition Years.

2. Enter search criteria and click Search.

3. Select the period definition year, click the vertical ellipsis Actions menu, and select Edit.

4. Update the description.

5. Click Save.

Deleting Period Definition Years

1. From the Administration menu, select Financial, select Cashiering Management, and then select Period Definition Years.

2. Enter search criteria and click Search.

3. Select the period definition year, click the vertical ellipsis Actions menu, and select Delete .

4. Click Delete to confirm.