Exact Synergy Enterprise

Modifying Financial Years

Introduction

After creating financial years, it is possible to modify the entries.

Menu path

Go to Financial/Setup/General/Financial years / Periods. Select a division and click Show. Then, click a financial year.

Roles & rights

To modify financial years, function right 195 - Maintain years/periods is required. Users with the Controller role have this function right.

For more details on what you can do with function rights and levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.

Button

Save

Click this to save changes made to the financial year.

Delete

Click this to delete the financial year. A message “Confirm: Delete?” is displayed. Click OK to delete or Cancel to exit.

Close

Click this to exit.

Description

Division

The division to which the financial year belongs is displayed. Click this to go to the division card. For more information, see Creating Division.

Year

The year selected is displayed. You cannot modify this. For more information, see Creating Financial Year.

Date

The start and end date for the financial year is displayed. You cannot modify this.

Results section

Three columns are displayed:

Period – This displays the created periods for the year for the division. Click this to go to the Period screen where you can open and close the period. For more information, see Opening and Closing Financial Period.
Start date – This displays the start date for each period. You can modify and save the changes.
End date – This displays the end date for each period. You can modify and save the changes.