Accounting Periods

---

Page Overview

Columns and Filters

The information visible in this screen is as follows:

• From Date: The starting date for this Accounting Period.

• To Date: The ending date for this Accounting Period.

• Edit/Delete: Edit or Delete the existing Accounting Period.

Since this information is specific for a date range, there is no title or description. However, you can filter and search for the time period by click the Search box, or the filer icon on the column.

---

Creating a New Accounting Period

To create a new Accounting Period, click the +New Accounting Period button.

In the new window you will prompted to enter the date range to being and end, then click Update.

---

Additional Information

• A batch cannot be created when its invoice date falls within a closed period.

• Batches/Invoices with an invoice date within a closed period cannot be cleared.

• Tickets cannot be removed from an invoice dated within a closed period.

• Credit/Rebill cannot be completed for an invoice when the invoice date of the Credit/Rebill is within a closed period.