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    Create Custom Periods
    • 06 Nov 2024
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    Contents

    Create Custom Periods

    • Updated on 06 Nov 2024
    • 1 Minute to read
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    Article summary

    Custom periods allow users to select the start and end date of periods within a fiscal year. Users have the option to set custom periods for operational and/or financial periods.

    Custom periods cannot be used with the fixed assets module.

    Create Custom Periods

    If the Fiscal or Operational Period Structure is Custom Periods, each period must be manually created in the table section.  

    Click steps to expand for additional information and images.

    1) In the fiscal year page, select Custom Periods in the Fiscal Period Structure or Operational Period Structure.

    2) Select the start date for the calendar using a custom period.

    3) Select the end date for the calendar using a custom period.

    4) Select the tab for the calendar using a custom period.

    5) Click edit above the financial and operational period table.

    6) Enter the period number for the first custom period.

    The period field only allows numeric characters and must be a whole number.

    7) Enter the custom period start date.

    Users have the option to type the date or click the calendar to open the date selector.

    This field accepts the following formats:

    • MM/DD/YYY  

    • MMDDYYYY

    • MMDDYY

    • MM/DD/YY


    8) Enter the custom period end date.

    This field accepts the following formats:

    • MM/DD/YYY  

    • MMDDYYYY

    • MMDDYY

    • MM/DD/YY

    9) Enter the quarter for the custom period.

    10) Enter the period name for the custom period.

    The period name field accepts alphanumeric characters.

    11) Select add to add the custom period.

    12) Repeat steps 6-11 until all custom periods have been entered.

    To make changes once a custom period has been added, click into the field to be edited and make necessary changes.

    13) Click edit complete above the table once all periods have been created.

    14) Hover over Save and select desired option.

    Save - Save the Fiscal Year and remain on the page.

    Save and New - Save the Fiscal Year and open a new blank Fiscal Year.

    Save and Close - Save the Fiscal Year and close the page.

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