Change Period

After you log on, you select the accounting period in which you want to work (your active period). You can also specify that the latest period be the default active period when you open Vision.

To change periods:

1. From the Vision Navigation menu, click Utilities > Change Period.
2. On the Period Selection dialog box, select a period from the list of all open and closed periods in your database.
3. If you want Vision to make the latest period your active period automatically each time that you open Vision, select Automatically default to current period at startup. If you do not select this check box, Vision displays the Change Period dialog box when you open Vision so that you can select the active period for your session. Whether or not you select this option, you can change your active period from within Vision.
4. Click OK.