Accounting Calendar Form

Use the Accounting Calendar form to create custom periods that can be used in other applications.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Configuration > Planning > Accounting Calendar.

Contents

Field Description
Calendar Drop-down Click the drop-down arrow on a grid header to complete any of the following actions:
  • To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

Start Date/End Date Enter the beginning and ending dates of the accounting period, or select the dates using the calendar icon and then click Create Interval. Vision automatically creates intervals in the Calendar grid.
Interval Type

Specify the interval type:

  • Monthly — Select this option to create 12 periods between the start and end dates that start and stop on calendar months.

  • 4-4-5 — Select this option to create 12 periods with every third period being five weeks and all others four weeks.

  • 13 Periods — Select this option to create 13 four-week periods.

  • Quarterly — Select this option to create groups of four periods between the start and end dates that start and stop on calendar quarters.

Start of Week If you select an interval type of 4-4-5 or 13 Periods, enter the day of the week that you want the period to start.
Create Interval Select this option to create the interval for the accounting calendar.
Label

Enter a label for the individual period such as Period 1 or Quarter 1.

If the Top Scale is set to Accounting Period, the length of the labels cannot exceed six characters. If the Accounting Calendar does not have enough entries to cover the planning periods, the periods automatically receive Month labels.

Start Date Enter a beginning date for the period or click and select a date.
End Date Enter an ending date for the period or click and select a date.
Insert Click this option to add a period to the grid.
Delete Select a row and click this option to remove a period from the grid.
Delete All Click this option to remove all rows from the grid.