Common functions:Period Management (version 4)

Period Management (version 4)

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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 those specific periods.

Creating a Period

In the software main menu, first click on "Configuration", then click on " Periods".

The period management window will open, it is now possible to:

A: Add, Edit/View or Remove 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: Is the interval covered by the period. The "Start" field allows you to enter the start date of the period and the "End" field allows you to enter the end 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.

View the Summaries by Period

In a Client File

A: Go in the "Summary" tab of any client file.	B: View the client's transactions cumulative for each period.
C: Is the lifetime total of all the client's transactions.

In "Analysis & History"

It is also possible to view a summary by period in "Analysis & History".

A: To display the analysis summaries, click on " Display/Hide analysis summaries".	B: To display the analysis summaries by period, select "Period" in the drop-down list.
C: View the list of summaries by period.

Use of a Period

In a Report

The created periods will also be available when you produce reports.

A: Select the report to be issued (e.g. a donation occasion results).	B: Click on "Generate".

A: Choose the wanted donation occasion.	B: Filter on the transaction date.
C: Choose a period from the drop-down menu.	D: The start and end dates corresponding to the chosen period are automatically entered in the appropriate boxes.

In a Customized List

The periods can also be used in the customized client lists by donations criteria (dynamic and static lists).

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Document name: Common functions:Period Management (version 4)
Version : 4.6.5.6

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