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Office Help Home

 

To Create Periods for a new year 

Select General Ledger at the top on the Administrative Menu.

Select Manage.

Select Ledger.

Select Ledger Budgets.

Click on the plus sign on the right.

When prompted tell it to create the periods

By default the Periods are closed when they are created, and will have to be opened.


To Open General Ledger Periods –

Please note that only employees who are in an Administrative Employee Group will have the rights to perform this function.

Select General Ledger at the top.

Select Manage.

Select Ledger.

Select Ledger Periods.

Double-Click on the period you wish to open.

Uncheck the Period Closed box.

Save and Close out of the screen.