Difference between revisions of "ProDon:Period Management"
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Revision as of 09:16, 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 ".
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| The period management window opens up, it is now possible to: | |
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A: Add, Edit/View or Remove periods. |
B:View the list of existing periods. |
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By clicking on the This is an example when adding a new fiscal year. | |
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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. |
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E: When all the fields are filled out, click on " Confirm addition " to save the period created. | |
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This is an example when adding a trimester. |
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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. |
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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
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A: Go in the " Summary " tab of any client file. |
B: This is the lifetime total of all of the client's transactions. |
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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 ".
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A: To display the analysis summaries, click on " |
B: To display the analysis summaries by period, select " Period " in the drop-down list. |
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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.
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A: Select the report to be issued (e.g. a donation occasion results). |
B: Click on " |
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A: Choose if you want to filter on only one occasion or on all of the occasions. |
B: Choose the wanted donation occasion. |
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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
