Financial Period backdate

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The default financial period setup is starting period 1 as January 2019 and ending December 2019 and so forth.


What if I am entering transactions for 2017 and 2018 entries as backlog (late accounts)  into Realtimme Cloud system, with current period as period 3?


Answer : You can set your start date as 2017 in period 1 and so changing your period [0] as shown below
Step 1: Highlight period [0],
Step 2: Click [Edit]
Step 3: Change the year to 2016
Step 4: Change the month to December
Step 5: Click [Save]



Repeat the above for period [1] to change to 2017 and period [2] to 2018





Related Topics

Financial period setting







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