New Financial Period Dialog
This dialog enables you to create a new financial period. It is accessed by clicking the New button on the Manage Financial Periods dialog, or selecting Financial Period | New Financial Period .
If you need to create older periods, for comparative data, this is achieved via the Journals tab.
In addition to the on-screen advice, you should note the following:
- Dates
- Start date: This is read-only and defaults to the day after the end of the previous period. This can be specified for the first period.
- End date: Specify the end date of the new period.
- Entity Type
- Select a published template from the drop-down list.