Difference between revisions of "How do I check my current financial period?"
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− | == Summary == | + | == Summary == |
− | The Financial Period in Platinum is the current calendar month for which you are producing management accounts. | + | The Financial Period in Platinum is the current calendar month for which you are producing management accounts. |
== More Information == | == More Information == | ||
To view your current Financial Period, go to {{Menu|{{RP}}|Set New Financial Period}}. | To view your current Financial Period, go to {{Menu|{{RP}}|Set New Financial Period}}. | ||
− | * The {{DataPrompt|Current Financial Period}} is displayed at the top of the screen. | + | * The {{DataPrompt|Current Financial Period}} is displayed at the top of the screen. |
− | * The {{DataPrompt|New Financial Period}} is the highlighted month. If you have not selected a different month this will be the same as the Current Financial Period. | + | * The {{DataPrompt|New Financial Period}} is the highlighted month. If you have not selected a different month this will be the same as the Current Financial Period. |
{{Warning|text=The Financial Period should only be altered as part of the [[How to process a month end|Month End procedure]].}} | {{Warning|text=The Financial Period should only be altered as part of the [[How to process a month end|Month End procedure]].}} | ||
− | When you reach the last month of the [[How do I | + | When you reach the last month of the [[How do I check my current financial period?|Financial Year]] you will need to carry out a [[How do I process a year end?|Year End]]. |
{{Information|text=You will not be able to select months ahead of the last month shown here until this process has been carried out. However you may continue working on a day to day basis as transactions are held in the month they relate to.}} | {{Information|text=You will not be able to select months ahead of the last month shown here until this process has been carried out. However you may continue working on a day to day basis as transactions are held in the month they relate to.}} | ||
− | + | ||
− | Click {{Button|Cancel}} to exit without making any change to the [[How do I | + | Click {{Button|Cancel}} to exit without making any change to the [[How do I check my current financial period?|Current Financial Period]]. |
== See also == | == See also == | ||
* [[What should I consider at month end?]] | * [[What should I consider at month end?]] | ||
* [[How to process a month end]] | * [[How to process a month end]] | ||
− | * [[How do I | + | * [[How do I process a year end?]] |
* [[Clearing any unprocessed transactions at a year end]] | * [[Clearing any unprocessed transactions at a year end]] | ||
− | * [[How do I | + | * [[How do I check my current financial year?]] |
− | {{KB_Tags| | + | {{KB_Tags|year end, month end, financial year, financial period, accounting period, year, cleardown, change period, change year}} |
− | {{ | + | {{FAQ}}{{How}}{{KB_NL}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}} |
Latest revision as of 05:32, 19 June 2019
Summary
The Financial Period in Platinum is the current calendar month for which you are producing management accounts.
More Information
To view your current Financial Period, go to " Reports & Settings Set New Financial Period".
- The "Current Financial Period" is displayed at the top of the screen.
- The "New Financial Period" is the highlighted month. If you have not selected a different month this will be the same as the Current Financial Period.
The Financial Period should only be altered as part of the Month End procedure. |
When you reach the last month of the Financial Year you will need to carry out a Year End.
You will not be able to select months ahead of the last month shown here until this process has been carried out. However you may continue working on a day to day basis as transactions are held in the month they relate to. |
Click [Cancel] to exit without making any change to the Current Financial Period.
See also
- What should I consider at month end?
- How to process a month end
- How do I process a year end?
- Clearing any unprocessed transactions at a year end
- How do I check my current financial year?