Grid Fields

Fiscal Year

The fiscal year. Click the link in this column to open the Periods grid to work with the periods for that fiscal year.

# Periods

The number of periods in the fiscal year.

End

The ending date of the period.

Start Date

The start date for this accounting fiscal year.

End Date

The end date for this accounting fiscal year.

Use this grid to work with the periods for the specific year.

Grid Fields

Period

The period number for the year.

Start Date

The starting date of the period.

End Date

The ending date of the period.

Active (check box)

Check the box to set the period to active status. Uncheck the box to close the period.

Closed Date

A date in this column indicates when this period was closed. No date indicates that this period is not closed.

Closed By

A user name in this column indicates the person that closed the period. No name indicates that this period is not closed.

Buttons

Reset

After making changes to the page, you can click the button to Reset the page.

Save

After making changes to the page, you can Save the changes.

1. From the eSite menu, select Setup—Property—Periods.
2. Click the link in the Fiscal Year column for period you want to activate. The Periods page for that fiscal year opens.
3. Click to mark the check box for the period you want to activate. If the period was closed previously, the Closed Date and Closed By information is removed by the system.
4. Click Save.

1. From the eSite menu, select Setup—Property—Periods.
2. Click the link in the Fiscal Year column for period you want to close. The Periods page for that fiscal year opens.
3. Click to remove the check box for the period you want to close. The Closed Date and Closed By information is added by the system.
4. Click Save.