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