Changing the Accounting Period

You select the accounting period in which you want to work (the active period) in Vantagepoint.

Changing the Accounting Period in the Vantagepoint Browser Application

This applies if you have the Accounting or Resource Planning module installed.

When you log in to the Vantagepoint browser application, you are automatically logged in to the latest open accounting period by default. If you have multiple companies in Vantagepoint, you are automatically logged in to the latest open accounting period for the active company that you logged in to. The period ending date for the accounting period displays on the Vantagepoint main toolbar. You can click the period ending date to change the period.

A Period Ending label displays on the Vantagepoint toolbar above the period ending date when the period that you are working in is the latest accounting period.

A Prior Period Ending label (with a brown background) displays on the toolbar above the period ending date when you are working in an accounting period that is not the latest accounting period.

Changing the Accounting Period in the Vantagepoint Desktop Application

In Utilities > Change Period in the desktop application, you specify whether or not you want the latest open period to be the default active period that opens each time you log in to the Vantagepoint desktop application. If you choose not to have the latest open period open automatically when you log in, you choose the accounting period to work in each time you log in to the desktop application.

In the desktop application, you can change the period that you are working in at any time in Utilities > Change Period. The period that you are working in displays in the Vantagepoint title bar at the top of the screen.

Processing in Closed or Prior Accounting Periods

If you switch to a closed or prior accounting period in the browser or desktop application, your ability to process data in that period is restricted if Allow Processing in Closed Periods or Allow Processing in Prior Periods is not selected for your security role.