Manually Add Periods to an Accounting Cycle

 You can add periods to an open accounting cycle. The system won't allow to add a period if it will create gaps or overlaps between periods within the cycle.

  1. Select Accounting Cycle from the Chart of Accounts menu, and the Accounting Cycle window opens.

  2. Check the box for the accounting cycle to which you want to add a period, and click Edit. The Accounting Cycle Detail window opens with the Accounting Periods tab and any previously created periods displayed.

  3. Click Add, and the Accounting Periods Detail popup window opens.

  4. Enter a Period Name. If you're including digits in the names, it's a good idea to preface single digits with a zero, so the period list will sort correctly — for example, Period 01, Period 02, etc. — since the field is a text field, not a number field.

  5. Enter the Begin Date and End Date. Remember: Periods within an accounting cycle cannot have overlapping dates.

  6. Click Save to save a single period, or click Save and Add to save the period and add another.

  7. Click Save when finished adding periods.

Return to Create an Accounting Cycle

Return to Accounting Cycle Overview