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Edit the financial period table

You can change the financial period table and link a new financial period table to all existing journal entries (financial entries) for all financial years. Before you can link a new period table, you must first add a new period table. You then activate the new table from the settings.

Note:

You must be authorised for the Change period table action to change the period table. You configure this using action authorisation.

To change/apply a period table for Financial:

  1. Go to: Financial / Management / Administration settings.
  2. Go to: Actions (F8)Change period table.
  3. Select the new period table.

    The first period in the period table that you select must be on or before the accounting start date.

  4. Click on: Finish.  The cumulatives are recalculated. This may take some time.

Directly to

  1. Period table
  2. Add a period table
  3. Add years to the period table
  4. Delete years from the period table
  5. Block years in the period table (Financial)
  6. Unblock years in the period table
  7. Block a period in the period table
  8. Change financial year term (Financial)
  9. Add correction periods to the period table (Financial)
  10. Delete correction periods from the period table (Financial)
  11. Edit the financial period table
  12. Set the period table for each administration (Financial and Fixed assets)

Process

Configuration

Work area

app