Generate periods for a new financial year

Before you proceed

Make sure the financial year and its periods have been configured in the Financial year window.

1. Go to the Financial periods window.

2. In the window toolbar, click Add new record.

   The new year will appear in the Financial year field. Note the information in the Start date and Number of periods info fields. These settings, determined in the Financial year window, are used for the generation of new periods.

3. In the window toolbar, click Generate periods.

4. In the table, select the Active check box for each of the periods to which you are going to post transactions.

5. Click .