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  1. From the Admin menu select 'Posting Periods'
  2. Click on 
  3. Enter in the required information:
  4. Check the box if the user wishes to make this new posting period the current one.
  5. Click on    to create the posting period, click on  X to not create the posting period and return to the Posting period grid.

 

Open/ Re-Open Posting Period


Info

Opened date should be the original open date and should not change. The Reopened date is the last date the period was reopened (is changed on subsequent reopens for the same period). The Date Closed is cleared on reopen and set when reopened period is closed.


  It will no longer be necessary to completely close out before opening the next reporting period.  A user can re-open prior posting periods when corrections need to be made.

  1. From the Admin menu select 'Posting Periods'
  2. Search for desired posting period
  3. Click on beside the posting period the user wants to open
  4. The function on the grid have now changed beside that posting period to show the option to close the period

Close Posting Period

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  1. From the Admin menu select 'Posting Periods'
  2. Search for desired posting period
  3. Click on  beside the posting period the user wants to close
  4. The function on the grid have now changed beside that posting period to show the option to open the period 

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