Introduction
Completing a period is the second and final step of closing a period, which locks it down indefinitely.
When completing a period, you can either complete periods against:
An Individual Site
To complete an Approved period against an individual site:
- Head to Period Management > Periods.
- Against the Approved period, select either [STOCK PERIOD] or [CASH PERIOD].
- Within the period, select [COMPLETE PERIOD].
- Confirm the completion.
The period will take a moment to run through the completion process and will then progress to the Completed state.
If you are unable to complete the period or encounter any error messages that prevent period completion, Click Here for more details.
Multiple Sites
If your company uses the Company Periods feature, you can complete multiple site periods at the same time by accessing the periods section via the Head Office site.
To complete periods for multiple sites:
- Whilst logged into the Head Office site, head to Period Management > Periods.
- Use the search options to locate the periods that need to be completed.
Within the search results, you can either select:
- [COMPLETE] against individual Approved periods to update the state to Completed individually.
- [COMPLETE ALL] at the top of the list to update all Approved periods shown in the search results to the Completed state.
The periods will take a moment to run through the completion process and will then progress to the Completed state.
If you are unable to complete the period or encounter any error messages that prevent period completion, Click Here for more details.
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