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.- For firms, selectSetup,Firm Settings, then thePeriodspage.
- For a client or contact:
- SelectSetup, thenClientsorAll Contacts
- From Onvio Trial Balance, select theSettingstab, thenEdit Contact.
- SelectEditnext to their name, then thePeriodspage.
- SelectEdit accounting periodfor a client or contact, orEdit firm periodfor a firm.
- Select a newPeriod frequency, update the period dates, then selectNext.
- SelectMap toand map existing account balances and adjustments to the new period.
- SelectDoneto save your changes.
- Repeat these steps to make further changes.
note
- Changes to the period and period frequency are updated elsewhere in Onvio, including dropdown lists with periods, transactions, and the Workpaper reference column of the Trial Balance screen.
- You can edit only 1 fiscal year at a time, unless you access theEdit Contactscreen 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.
- TheTax yearfield 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.
