Difference between revisions of "How do I check my current financial period?"
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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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Revision as of 09:17, 18 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?