Creating Financial Periods

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

To create a financial period:

  1. Click Administration.
  2. On the Administration navigation bar, click Enterprise Data.
  3. On the Enterprise Data page, expand Global and click Financial Periods.
  4. On the Financial Periods page:
    1. Click Add.
    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.
  5. Click Save.

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 Tuesday, September 28, 2021