ProDon:Period Management

Period Management

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CAUTION : This document is for VERSION 5 of Prodon. To go to the document for version 4, click here.

WARNING : This document is currently being edited/revised, it is possible that some parts are missing or obsolete.

Introduction

Period management is a way to configure a period of time (e.g. the fiscal year or a trimester 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 ". Furthermore, these summaries can be used to produce reports and customized lists in relation to these specific periods.

Creating a Period

From the main page of the software, first click on " Configuration ", " Accounting " and then on " Periods ".

The period management window opens up, 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 opens up; This is an example when adding a new fiscal year.
A: Allows you to assign an abbreviated code name to the period.	B: Allows you to assign a complete name to the period.
C: 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.	D: Two periods having the " Fiscal year " box checked can not overlap. The second Fiscal year 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 save the period created.

This is an example when adding a trimester.

A: Even if the dates of the trimester overlap the dates of the fiscal year, it is still possible to add this new period since the " Fiscal year " box is not checked.

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

View the Summaries by Period

In a Client File

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

In "Analysis & History"

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

A: To display the analysis summaries, click on " " to 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 if you want to filter on only one occasion or on all of the occasions.	B: Choose the wanted donation occasion.
C: Filter on the transaction date.	D: Choose a period from the drop-down menu.
E: 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 Lists " by donations criteria (dynamic and static lists).

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Document name: ProDon:Period Management
Version : 5.0.5

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