How to manage accounting period

How to manage accounting period

The following article will guide you on how to create a new, delete and edit accounting period, it will also guide you on how to set a current period.

 Creating a new accounting period

  1. Click on Accounts Officer

  2. Select Accounts Setup

  3. Choose Manage Accounting Period

  4. Click on New Accounting Period

  5. Provide Period ID

  6. Choose Start Date

  7. Select End Date

  8. Make a Description

  9. Click on the Save button at the bottom as shown in Fig 1.1 below

Fig 1.1

Deleting an accounting period

Follow steps 1 to 3 in Fig 1.1 above

4. Select the accounting period to be deleted

5. Click on the Delete button

6. Press the Ok button as shown in Fig 1.2 below

      Fig 1.2

    

Editing accounting period

Follow steps 1 to 3 in Fig 1.2 above

4. Select the accounting period to edit

5. Click on Edit Accounting Period

6. Make the needed changes and click on the Save button at the bottom    

Fig 1.3

Setting as current period

Follow steps 1 to 3 as shown in Fig 1.3 above

4. Select the accounting period to set as current

5. Click on Set as Current Period

6. Choose the Ok button as shown below

    • Related Articles

    • How to fix and unfix subject/activity for a particular period

      When a school timetable is generated, subjects and activities are randomly assigned to periods. However, there are common events such as breaks or general subjects offered at a particular time for a group of students. Fixing such events prevents the ...

    • How to set active store period

      How to set active store period This guide below will take you through the process of setting up an active store period. Click on Store officer on the left-pane Click on Manage store items Navigate to Configure initial stock tab Select a store period ...

    • How to move period on Master Timetable

      Click on Time Table Manager Select Manage Timetable Choose Master Timetable Select Move Periods Provide From (Day:) Choose the previous Period Provide To (Day:) Select the current Period Click Save PNG wk8.png 47.8 KB

    • How to move period on Master Timetable

      Click on Time Table Manager Select Manage Timetable Choose Master Timetable Select Move Periods Provide From (Day:) Choose the previous Period Provide To (Day:) Select the current Period Click Save

    • How to create, delete and update store period

      The store period is the specified duration of store activities which can be captured in the software to enable the school management to generate reports from the store. How to create store period To create a store period, the following steps are ...