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Administration

Add or edit a time span

Use the
Time Span
 screen to add or edit fixed or floating financial periods.
Before you begin
Verify that you have the required permissions:
  • View
     permission lets you view time span data.
  • View
     and
    Edit
     permissions let you add and edit time span data.
Permissions are managed in
Administration
Users
Product Permissions
Company Info
.
  1. Go to
    ONESOURCE
    Administration
    Company Info
    Time Span
    .
  2. Select
    Add Time Span
    .
    note
    If no time span data exists,
    Add Time Span
     appears.
  3. Select one of the following options:
    • Fixed
      : Use this option when financial periods follow the same month and date structure each year, such as standard calendar or fiscal dates.
    • Floating
      : Use this option when financial periods vary by year based on specific rules, such as weekday alignment.
  4. If you selected
    Fixed
    , enter the required
    Month
     and
    Date
    .
  5. If you selected
    Floating
    , enter the
    Year
    ,
    Month
    ,
    Day
    , and
    Method
     that define the period.
  6. For floating time spans, filter records by
    Year
    .
  7. To add or update a description, select the
    pencil
     icon in the
    Actions
     column, enter the description, and save your changes.
ONESOURCE saves the time span information and makes it available for use across ONESOURCE products.

This article applies to:

  • Product: ONESOURCE Income Tax,ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration

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