Difference between revisions of "ProDon:Period Management"
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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. | 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 === | + | === 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: | ||
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| + | {| width="50%" cellspacing="1" cellpadding="1" border="1" | ||
| + | |- | ||
| + | | colspan="2" | | ||
| + | |- | ||
| + | | '''A''': Add, edit or delete periods. | ||
| + | | '''B''': View the list of the existing periods. | ||
| + | |} | ||
=== View the summaries by period === | === View the summaries by period === | ||
Revision as of 14:42, 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 the existing periods. |
View the summaries by period
Use of a period
Document name: ProDon:Period Management
