Edit Accounting Period Settings

To use the Accounting periods submodule, you must have access to Settings as defined in the Employee cross-company access submodule under Settings.

To edit the settings of an accounting period:

1. On the main toolbar, click Settings .
2. In the left pane of the Settings screen, click Company Settings > Accounting Periods.
3. Highlight the accounting year with the period whose settings you want to edit.
4. In the subgrid, highlight the accounting period you want to edit the settings of and then as needed, select or unselect the checkbox of the following:
   • Allow Finance Posting: Use this to allow finance posting for the accounting period.
   • Allow Project Posting: Use this to allow project posting for the accounting period.
   • Allow Time Entry: Use this to allow time entry for the accounting period.
   • Allow Material Entry: Use this to allow material entry for the accounting period.
   • Allow Voucher Entry: Use this to allow voucher entry for the accounting period.
   • Allow Adjustment: Use this to allow adjustments for the accounting period.
   • Allow Sales Invoices: Use this to allow sales invoices for the accounting period.
   • Allow Subsistence Allowance: Use this to allow subsistence allowance for the accounting period.
   • Allow Personal Expense: Use this to allow personal expense for the accounting period.
   • Allow Purchase Orders: Use this to allow purchase orders for the accounting period.
   • Allow Mileage: Use this to allow mileage entry for the accounting period.
   • Allow Edit Checklist: Use this to allow editing of checklists for the accounting period.
   • Allow Finance Posting of Accrual: Use this to allow finance posting of accruals for the accounting period.