Change Period Utility

Use the Change Period utility to select the accounting period on which you want to work. You can also specify that Vision should default to the current period when you start up Vision.

If you switch to a closed or prior period, you can process data in that period only if you select the Allow Processing in Closed Periods option or the Allow Processing in Prior Periods option on the Accounting tab of Role Security Configuration.

If you change to a prior period, Vision displays a bright yellow bar at the top of your form to indicate that a prior period is active.

To set up or close periods, use the Period Setup utility.