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. | | '''B: '''View the list of existing periods. | ||
|} | |} | ||
| − | By clicking on the [[Image: | + | By clicking on the [[Image:Button add plus.png]] button, the following window will appear: |
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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. | + | | '''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. | | '''B: '''Allows you to assign a complete name to the period. | ||
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| − | | | + | | '''C: '''Allows you to assign a short name to the period. |
| − | | | + | | '''D: '''Two periods having the "Accounting period" box checked can not overlap. The second accounting period will absolutely have to start after the end of the first one. |
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| − | | | + | | '''E: '''When all the fields are filled out, click on "Confirm addition" to record the period. |
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{| width="200" cellspacing="1" cellpadding="1" border="1" | {| width="200" cellspacing="1" cellpadding="1" border="1" | ||
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| − | | | + | | Example of a quarter addition |
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| − | | | + | | '''A: '''Even if the dates of the quarter overlap |
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{| width="200" cellspacing="1" cellpadding="1" border="1" | {| width="200" cellspacing="1" cellpadding="1" border="1" | ||
Revision as of 17:01, 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. |
| C: Allows you to assign a short name to the period. | D: Two periods having the "Accounting period" box checked can not overlap. The second accounting period will absolutely have to start after the end of the first one. |
| E: When all the fields are filled out, click on "Confirm addition" to record the period. | |
| Example of a quarter addition |
| A: Even if the dates of the quarter overlap |
View the summaries by period
Use of a period
Document name: ProDon:Period Management
