Difference between revisions of "ProDon:Period Management"
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Revision as of 08:59, 12 July 2018
Period Management |
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. |
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 ".
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 ". |
In a Customized List
The periods can also be used in the " Customized Lists " by donations criteria (dynamic and static lists).
Document name: ProDon:Period Management
Version : 5.0.5