How do I check my current financial period?
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Revision as of 09:30, 28 July 2017 by Charles Allison (talk | contribs)
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?