Documentation | User Guide

Documentation | User Guide

Create a period of accounting exercise

This part of the guide explains how to create a period of accounting exercise.

Step 1 - Go to page Period of Accounting Exercise

  1. Go to the Administration module;
  2. Choose the Base Tables option;
  3. Select the Cashing option;
  4. Click the Periods of Accounting Exercise menu. This action opens the Period of Accounting Exercise page (509:7005);

Step 2 - Create a period of accounting exercise

  1. Go to the Enter a Financial Year section;
  2. Enter a fiscal year. This action updates he Period of Accounting Exercise page (509:7005) and displays the details in the lower section;
  3. Go to List of Periods section;
  4. Click the Create button. This action adds a line to the section;
  5. Add a period, a start date and an end date;
  6. Click the Save button. This action confirms the creation of the period of accounting exercise and updates the Period of Accounting Exercise page (509:7005).