The period-date table is a table that displays all the periods set for a particular financial year of your business. It is possible to create and maintain the period-date table at System/General/Settings/General settings by clicking the Edit icon at the Period-date calendar under the Period and year control section. Alternatively, click the Settings icon on the toolbar and then click General settings.
After clicking the Edit icon at the Period-date calendar under the Period and year control section, click New to create a new period-date table or click Open to open a selected period-date table to maintain it.
This displays the financial year of the selected period-date table.
This column lists all the period numbers.
This column lists the start date of each period.
This column lists the end date of each period.
Note: You can change the start and end dates for each period but you have to ensure that the end date of a period and the start date of the following period does not overlap and they must be consecutive.
This column shows the number of journals that are closed for the period.
This column shows the number of journals that are opened for the period.
Click this to view the log file for the financial period. Changes made to the financial periods will be logged and the log file is available per period per journal.
Click this to save the newly created or generated period-date table. You will see the following options:
New
Click this to create a new period-date table.
Generate
Click this to generate a new period-date table. This button will be disabled if you open an existing period-date table.
Print
Click this to generate the print preview of the period-date calendar. At the preview screen, click Print to print the period-date calendar.
Close
Click this to exit.
1. When you open an existing period-date table, you will see the number of closed journals for a particular period under the Closed column and the number of open journals for a particular period under the Open column. Click at any of these numbers and you will see the following options:
2. Click on the required journal which you want to close or open. You can select more than one journal at a time by holding the CTRL key and clicking the journals. In addition, you can drag from the first journal to the last journal if you want to select all the journals. A green check mark indicates an open journal while a red cross indicates a closed journal.
3. Click Close periods to close the selected open journal(s) or click Reopen to reopen the selected closed journal(s).
The following are the available buttons:
At System/General/Settings/General settings under the Period and year control section, click the Edit icon at the Period-date calendar. Next, click New to create a new period-date table for a financial year. Alternatively, you can also click New while viewing an existing period-date table to create a new period-date table. The following options are available:
Select this if you want the periods to be based on the number of months in the financial year. The calendar year is displayed at Calendar year and the first month of the year is displayed at From month. You can define the number of months for the particular financial year at Number of months. By default, the number of months will be based on the Maximum entry period you define at System/General/Settings/General settings and click the Edit icon at the Period-date calendar under the Period and year control section and then click Settings.
Select this if you want to divide the periods within a date range in the financial year. If this is selected, you can type or select the Start date and the End date to define the date range.
Select this to copy the periods of a previous financial year. If this is selected, you can type or select Source financial year from which the periods will be copied.