thumb_up
thumb_down
link
Copy link
Copied
insert_emoticon
lmatfy
Copied

Add years to the period table

Profit extends period tables by one year by default if the Extend table automatically check box is selected in the properties of the period table. This keeps the size of the period tables down. You can, however, also extend period tables manually.

When a period table is extended automatically, Profit adds a year six months before the start of the year to be added. This only happens if the year to be added is not yet present. This method normally ensures that the period table is configured in time for the next year.

If the moment for extension has arrived, Profit implements the extension immediately, without any advance warning or question. After the extension, Profit automatically recalculates the cumulative figures. If an error occurs when the period table is being extended, Profit logs the error in the log file called Environment.Log.

To manually add years to the period table:

  1. Go to: General / Configuration / Period settings / Period table.
  2. Open the period table.
  3. Click on the action: Add years.

    Profit launches a wizard for adding years and displays the start date of the next free financial year.

  4. Enter the number of financial years to be added.
  5. Click on: Finish.  You see that the years with the periods have been added.
  6. Click on: Finish

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