Create Financial Years and Periods To create a financial year: on the Configuration > Financial Years tabs Click on the icon to display the following: the start and end dates for a financial year and indicate if the financial year has been closed: Note it is possible to enter a shortened financial year if for example UniPhi is deployed a portion of the way through a financial year, or a company changes its financial year period. The Period Closed tick box allows you to indicate single period or entire financial years where accounts have been finalised, which prevents data being entered against that year. Save your entry You have successfully added a financial year Edit, Close, or Re-Open Financial Years To edit or close a financial year: Click on the Configuration > Financial Years tab
Create Financial Years and Periods To create a financial year: on the Configuration > Financial Years tabs Click on the icon to display the following: the start and end dates for a financial year and indicate if the financial year has been closed: Note it is possible to enter a shortened financial year if for example UniPhi is deployed a portion of the way through a financial year, or a company changes its financial year period. The Period Closed tick box allows you to indicate single period or entire financial years where accounts have been finalised, which prevents data being entered against that year. Save your entry You have successfully added a financial year Edit, Close, or Re-Open Financial Years To edit or close a financial year: Click on the Configuration > Financial Years tab
UniPhi%2013%20System%20Administrator%20Manual.docx