To Add Fiscal Years and Associated Periods

  1. Select the Add Year button. The periods tab displays.
  2. At Fiscal Year, select a fiscal year from the drop-down list.
  3. At Number of Periods, enter the number of periods in the fiscal year. The default is 12. Use caution when selecting the number of periods for a fiscal year. After you leave the periods page, the system prevents you from changing the number of periods for the fiscal year. Other numbers of periods are also supported. Refer to Fiscal Years Overview for more information.
  4. Select the Create Default Periods button. The system creates a period for each of the number of periods you entered.
  5. At Begin Date, the system defaults to the current system date if you accepted 12 periods. Accept the default date or enter another date using the format mm/dd/yyyy. Or use the Calendar Button to select a date.
  6. At End Date, the system defaults to the last day of the month for each period if you accepted 12 periods. Accept the dates or enter other dates using the format mm/dd/yyyy. Or use the Calendar Button to select dates.
  7. When you are finished adjusting dates, select the Save button. The setup tab displays again.

See Also

Cancel Button

Navigation

Fiscal Years Tab