Miscellaneous

Changing periods

Use the
Change Periods
 dialog to advance to the next period, to reopen a previous period, or to edit the current period or year.
note
The ability to change periods can be restricted by using security groups.
  1. Choose
    Actions
     >
    Change Periods
     to open the
    Change Periods
     dialog.
  2. Select the applicable option.
    • Create new period
       — Select this option to create a new period. By default, the new period begins on the day following the current period’s end date. If necessary, edit the ending date of the next period. When the new period extends beyond the end of the current year, an additional line appears, enabling you to specify the dates for the new year.
    • Reopen period
       — Select this option and enter the dates for the period you want to reopen.
    • Edit current period
       — Select this option to change the dates of the current period or year. Use the appropriate fields to make your changes.
  3. Select
    OK
     to confirm the updated period dates.
  4. You will be prompted with the message
    You are about to create a new period. Doing so will make the current period date range permanent. Do you want to save the changes?
     This message is to inform you that once you create the new period, you will not be able to change the dates on any previous period.
    • If you are sure that you want to keep the new period dates you entered, select
      Yes
      .
    • If you are not sure, select
      Cancel
      , correct the dates if necessary, and then select
      OK
      . At the prompt, select
      Yes
       to confirm your changes.
note
The new period is now in effect for all staff but will not be reflected on their screens until they log out and log back in to DT Practice.

This article applies to:

  • Product: DT Practice