Manually Entering Fiscal Periods
Manually Entering Fiscal Periods
If the copy function was not used when entering the association information, the fiscal period must be manually entered.
To manually enter the fiscal period:
Select Accounting > Fiscal Periods. If you are using universal navigation, click Accounting > Settings > Fiscal Periods.
Search for and select the applicable association.
Select the Fiscal Year from the dropdown.
Enter the following information:
Fiscal Period: Enter the month.
Date: Enter the date.
Click Save to add additional lines and/or to save the final entry.
NOTE: The Fiscal Period can also be copied from an existing association by selecting the applicable association, clicking Copy, selecting the new association, and clicking Paste.
