Difference between revisions of "ProDon:Period Management"
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| − | The period management window opens up, it is then possible to: | + | The period management window opens up, it is then possible to: |
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| − | | '''A:''' Add, edit or delete periods. | + | | '''A: '''Add, edit or delete periods. |
| + | | '''B: '''View the list of existing periods. | ||
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| + | By clicking on the [[Image:Button_add_plus.png]] button, the following window will appear: | ||
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| + | | colspan="2" | Example of an accounting period addition | ||
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| + | | '''A: '''It is the interval covered by the period. The "Start" field allows you to enter the starting date of the period and the "End" field allows you to enter the ending date of the period. | ||
| + | | '''B: '''Allows you to assign a complete name to the period. | ||
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Revision as of 14:59, 21 June 2011
Contents
Period management
Introduction
Period management is a way to configure a period of time (e.g. the accounting period or a quarter of an organization). When the periods are configured, it is possible to see the summaries for each period in the "Client" files as well as in "Analysis & History". Moreover, these summaries can be used to produce reports and customized lists, in relation to these specific periods.
Add a period
In the software main menu, first click on "Configuration", then on " Period".
The period management window opens up, it is then possible to:
| A: Add, edit or delete periods. | B: View the list of existing periods. |
By clicking on the 
button, the following window will appear:
| Example of an accounting period addition | |
| A: It is the interval covered by the period. The "Start" field allows you to enter the starting date of the period and the "End" field allows you to enter the ending date of the period. | B: Allows you to assign a complete name to the period. |
View the summaries by period
Use of a period
Document name: ProDon:Period Management
