Accounting Periods Tab

Use this tab to add or modify accounting periods.

The table below describes the columns that display under this tab.

Column Description
Fiscal Year This column displays the fiscal year.
Period This column displays the accounting period.
Sub Period This column displays the accounting sub-period.
End Date This column displays the end date.
Quarter

This column displays the fiscal quarter.

For the purpose of quarterly reporting, you can use this column to change the quarter into which a period will default for a fiscal year. Any report that displays quarterly data refers to the application to determine to which quarter the data should be applied.

This aspect of the application is optional and necessary only if the quarter dates are not standard for a particular fiscal year. Costpoint Planning’s default logic populates the periods into quarters by dividing the total number of periods by four and adding any remainder to the fourth quarter.

Status This column displays the status.