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Office Help Home

 

***Learn more about YEAR END Practices by signing up for our Office YEAR END WEBINAR, NOVEMBER 15th - Click HERE to register.***


To Create Periods for a new year 

Select General Ledger at the top on the Administrative Menu.

Select Budgets.

Click on the plus sign on the top 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.

Note: Budgets may be uploaded at the time of Period creation, or at a later time based on Club needs.


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 Periods.

Double-Click on the period you wish to open.

Uncheck the Period Closed box.

Save and Close out of the screen.