Difference between revisions of "How do I check my current financial period?"
From Catalyst
m (Les Ward moved page How do I Check my Current Financial Period? to How do I check my current financial period?: Lower case (except for Platinum menu options)) |
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{{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 == | ||
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* [[How do I process a year end?]] | * [[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|year end, month end, financial year, financial period, accounting period, year, cleardown, change period, change year}} | {{KB_Tags|year end, month end, financial year, financial period, accounting period, year, cleardown, change period, change year}} | ||
− | {{FAQ}}{{KB_NL}}{{KB_PL}}{{KB_SL}}{{ZN_Accounts}}{{ZN_Admin}} | + | {{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?