Period Setup Form

Use the Period Setup form to close and reopen accounting periods, set up the number of periods per year, and change the starting and ending dates for each accounting period. If Vision is configured to support multiple companies, you can open or close a period for the active company only or for all companies. You can also use the form to generate a Posting Log Review report for any accounting period.

Location

To display the form, complete the following step:

From the Vision Navigation menu, click Utilities > Period Setup.

Contents

Field	Description
Periods Per Year	Enter the number of accounting periods that you have each fiscal year. Enter a number between 12 and 99. Most firms use 12 (monthly) accounting periods per year. Use 13 accounting periods in a year if your firm has four weeks in each accounting period.

Accounting Periods Grid

Field	Description
Accounting Periods Drop-down	Click the drop-down arrow on a grid header to complete any of the following actions: To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer. To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally. To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display. Not all options are available on all grids.
Posting Log Review	To display the Posting Log Review report for a period, select the period in the grid and click this toolbar option. The report lists all posting logs generated during the selected period. Review this report for any processing run that was not successful. An unsuccessful run could indicate a possible posting interruption, which could, in turn, affect your data integrity.
Fiscal Period	This column displays the period number and year for the accounting period.
Period Start / Period End	These columns display the start and end dates for the accounting period. To change a date, enter the correct date in the field or click and select it.
Fiscal Start / Fiscal End	These columns display the start and end dates for the fiscal year. To change a date, enter the correct date in the field or click and select it.
Closed	Select this check box to close a period. This check box is only available if Vision is configured for a single company.
Active Company Closed	Select this check box to close a period for the active company only. If this check box is currently selected, clear the check box to open the period for the active company. This check box is only available if Vision is configured to support multiple companies.
All Companies Closed	Select this check box to close a period for all companies, including the active company. If this check box is currently selected, clear the check box to open the period for all companies. This check box is only available if Vision is configured to support multiple companies.
Purged	There is currently no Purged Accounting Periods feature in Vision. You see checks in these fields only if you converted from Advantage to Vision and you converted purged files. Otherwise, this column is not displayed.