ProDon:Period Management

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 the dates of the accounting period, it is still possible to add this new period since the "Accounting period" box is not checked.

Here is the error message that appears when the dates of a new period overlap the dates of an accounting period.

Use of a period

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Document name: ProDon:Period Management

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