| Description: |
How can users set up accounting periods in Workbook?
Resolution:
In this section users will set up the accounting periods. When selecting an accounting period/fiscal year in the upper grid users can then see the details of that year in the lower grid. In the lower grid select what is allowed in the system for each month in the period, for ex. if finance posting is allowed, if time sheet entries are allowed etc.
Accounting periods:
- Go to Settings > Company Settings > Accounting Period Settings
- Add a new fiscal year by clicking the create new icon in the top left hand corner.
- This opens a new window with the fields, Fiscal Year No, Fiscal Year name, Start date, End date.
- All are filled out automatically and can be left alone, users can click create right away unless one of these fields need to be changed.
- Delete an accounting year by clicking the delete button .
- This is of course only permitted if there are no records booked related to that year.
- Move first month to previous year / move last month to next year
- Use the move button if users want to move the first month of the selected year to the previous year and opposite .
- Edit year name, with this button users can edit the name of the selected year
- Manage accounting periods, in the bottom grid there's a row for each month and each column represents a specific action.
- Checking / un checking all or specific columns will enable or prevent this action on the selected month.
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