Previous Topic: Fiscal Time Periods for Entities

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Create Fiscal Time Periods

Follow these steps:

  1. With the entity open, click Fiscal Time Periods.

    The fiscal time periods list appears.

  2. Click New.

    The create page appears.

  3. Complete the following fields:
    Period Type

    Defines the period type, such a monthly or quarterly. Once you create this time period, you cannot change the type.

    Values: 13 Periods, Weekly, Semi Monthly, Monthly, Quarterly, Annually

    Fiscal Year

    Defines the fiscal year.

    Time Period Description

    Defines the placeholder description for the set of time periods being created.

    Start Date

    Defines the start date for the period or range of time periods. You cannot edit the start date once saved.

    Finish Date

    Defines the ending date for the time period or range of time periods. You cannot edit the finish date once saved.

  4. Save the changes.

    All fiscal time periods within the date range are created with a status of "Inactive".

More information:

Fiscal Time Periods for Entities

Activate Fiscal Time Periods

Edit Fiscal Time Periods

Create Entities