Creating Financial Periods

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Create financial periods to measure and compare financial data. You can create annual, monthly, or weekly periods.

To create a financial period:

  1. Click the Administer menu and select Enterprise Data.
  2. In the Enterprise Data pane, expand Global and click Financial Periods.
  3. On the Financial Periods page:
    1. Click the  Add icon.
    2. To change the default name for the new financial period, click the Name field, and enter a name.
    3. To change the Start Date field, directly enter a new date, or select a date from the common calendar tool.
    4. To change the Finish Date field, directly enter a new date, or select a date from the common calendar tool.
  4. Click Save (Ctrl+S).

Tips

Although the application will alert you in each case, be aware of the following constraints when creating or configuring financial periods:

Related Topics

About Financial Periods

Creating a Financial Period Batch

Deleting a Financial Period

Creating a Financial Period Batch



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Last Published Thursday, February 04, 2016

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