Modify Parameters of Accounting Periods

Use the Accounting periods submodule to modify the parameters of an accounting period of selected accounting years.

To use the Accounting Periods submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To modify the parameters of an accounting period:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to modify the parameters of a period in an accounting year.
3. In the left pane of the Finance & Administration screen, click Month-end > Accounting periods.
4. Highlight the accounting year of the period whose parameters you want to modify.
5. In the Accounting periods sub-grid, select or unselect the check box of any of the following parameters:
   • Allow Finance Posting: You can use this parameter to allow financial postings in the accounting period.
   • Allow Project Posting: You can use this parameter to allow project postings in the accounting period.
   • Allow Time Entry: You can use this parameter to allow time to be entered in the accounting period.
   • Allow Material Entry: You can use this parameter to allow materials to be entered in the accounting period.
   • Allow Voucher Entry: You can use this parameter to allow vouchers to be entered in the accounting period.
   • Allow Adjustment: You can use this parameter to allow adjustments in the accounting period.
   • Allow Sales Invoices: You can use this parameter to allow sales invoices to be entered in the accounting period.
   • Allow Subsistence Allowance: You can use this parameter to allow subsistence allowances to be entered in the accounting period.
   • Allow Personal Expense: You can use this parameter to allow personal expenses to be entered in the accounting period.
   • Allow Purchase Orders: You can use this parameter to allow purchase orders to be entered in the accounting period.
   • Allow Mileage: You can use this parameter to allow mileage to be entered in the accounting period.
   • Allow Edit Checklist: You can use this parameter to allow checklists in the accounting period to be edited.
   • Allow Finance Posting of Accrual: You can use this parameter to allow finance posting of accruals in the accounting period.
6. If you want to modify all the parameters in the same accounting period, click Select/deselect entire row .