ProDon:Period Management

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Period management

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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 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 the existing periods.

View the summaries by period

Use of a period


Document name: ProDon:Period Management