Accessing the Fiscal Period

To access a fiscal period:

1. Navigate to the Accounting App > Setup.

2. Select the Business Units menu option.

3. Click Edit next to the desired business unit. The Business Unit Record will appear.

4. Click Setup > Fiscal Years.

5. Click Edit next to the desired fiscal year. The Fiscal Year Record will load.

6. Click the Fiscal Periods tab. The list of fiscal periods for that year appears.

7. Click Edit next to the desired period to open the Fiscal Period.

See also: Fiscal Years & Periods