Trial Balance

Edit Periods

You can edit period dates, period frequency, and the current period on the Periods page. You can make these changes even if account information has already been entered or if there has been other account activity in Onvio.
  1. For firms, select
    Setup
    ,
    Firm Settings
    , then the
    Periods
     page.
  2. For a client or contact:
    1. select
      Setup
      , then
      Clients
       or
      All Contacts
    2. From Onvio Trial Balance, select the
      Settings
       tab and then
      Edit Contact
      .
    3. select
      Edit
       next to their name, then the
      Periods
       page.
  3. Select
    Edit accounting period
     for a client or contact, or
    Edit firm period
     for a firm.
  4. Select a new
    Period frequency
    , update the period dates, then select
    Next
    .
  5. Select
    Map to
     and map existing account balances and adjustments to the new period.
  6. Select
    Done
     to save your changes.
  7. Repeat these steps if you need to make further changes.
note
  • Changes to the period and period frequency are updated elsewhere in Onvio, including drop-down lists with periods, transactions, and the Workpaper reference column of the Trial Balance screen.
  • You can edit only one fiscal year at a timeunless you access the Edit Contact screen from Onvio Trial Balance.
    • You can edit multiple years at the same time as long as those years don't have any activity.
    • Fiscal year dates will update if a year beginning or ending date is updated on a single year.
    • The
      Tax year
       field will show all tax years available within a given fiscal year. Tax years can only be assigned to a single fiscal year.
  • Changes for the selected fiscal year don't affect other years set up for the contact.

This article applies to:

  • Product: Onvio
  • Audiences: Staff