Add a financial period

After you create a new entity, you can create multiple financial periods for the entity.

note

To create a financial period, you must have access to templates. If you can't create a financial period, contact your administrator to gain access.

You can only edit current financial periods and not the previous ones.

You can't change the starting date of a financial period when there are prior financial periods.

Expand the entity you want to work with and select +Add New Financial Period
.

Enter the starting and ending dates for the financial period.

Select the template you want to use.

Select Save
and review the financial period created for that entity.

This article applies to: