How to Open an Accounting Period
If your default period is a month you don't have to do anything. Bank Recon will automatically create the next period for you when needed. If you want something different do it like this:
- Navigate to the Admin>Accounting Periods Maintenance screen
- Click the Add button at the bottom of the Accounting Period List
- Give your accounting period a Name and select the start and end dates. The start date should be the day following the last day of the previous period. The default period is one month
- Click Save
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