New Period

Create a new period for the currently open entity as follows:

  1. Select Financial Period | New Financial Period to open the New Financial Period dialog. Alternatively, click the New button on the Manage Financial Periods dialog.
  2. The Start date and End date are calculated automatically from the previous period. You can alter the End date as required.
  3. Select an entity type from the list of published templates.
  4. Click OK to create the new period, which then appears in the list in the Manage Financial Periods dialog.
  5. You can now start working with the new period.