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Create Posting Period

  1. From the Admin Core 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.

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 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 Core 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

  1. From the Admin Core 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 

Make Posting Period Current

  1. From the Admin Core menu select 'Posting Periods'
  2. Search for desired posting period
  3. Click on   beside the posting period the user wants to make current

    1. Tip

      Only one period can be made current at a time


  4. The functions on the grid have now changed beside that posting period to show the column as blank.  When another posting period is made current the  will appear again giving the user the option to make it current once again.

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