Financial Period backdate

Top  Previous  Next

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 forth....by 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

 

 

 

 

 

 

Watch all videos:

Realtimme Training Portal

http://realtimme.cloudapp.net/basic/index.html?Financial_Period_backdate.htm