How do I check my current financial period?
From Catalyst
Revision as of 13:19, 29 June 2017 by Katy Kitchen (talk | contribs) (Created page with "{{Review}} == Summary == The Financial Period in Platinum is defined as a single calendar month. This is the period for which you are producing accounts. == More Informati...")
|
This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
The Financial Period in Platinum is defined as a single calendar month. This is the period for which you are producing 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?