- Click the User name on the top right corner of the screen. The setting option is given on the drop-down list.
- Click the Setting option, the user setting panel is opened on the screen.
- Change the required financial period in the Period field.
- Click the Save button to set a new financial period. Check the financial period given below the Organization's name to confirm the new period.
- The new financial period is set now, for every year the financial period needs to be changed as per the organizational requirements.
Contents
Revisions
- April 12, 2022 @ 12:23:02 [Current Revision] by arul
- April 12, 2022 @ 12:23:02 by arul
- April 12, 2022 @ 12:08:24 by arul
Revision Differences
| April 12, 2022 @ 12:08:24 | Current Revision | ||
|---|---|---|---|
| Content | |||
| Unchanged: A Financial Year is a period of twelve months, used by government, businesses, and other organizations in order to calculate their budgets, profits, losses, and other transactions. | Unchanged: A Financial Year is a period of twelve months, used by government, businesses, and other organizations in order to calculate their budgets, profits, losses, and other transactions. | ||
| Unchanged: To set the <strong>Financial year</strong>, follow the below steps. | Unchanged: To set the <strong>Financial year</strong>, follow the below steps. | ||
| Added: <ol> | |||
| Added: <li>Click the <strong>User name</strong> on the top right corner of the screen. The <strong>setting</strong> option is given on the drop-down list.<a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_ESS_01.png"><img class="alignnone size-medium wp-image-15584" src="https:// help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_ESS_01-300x45.png" alt="" width="300" height="45" /></a></li> | |||
| Added: <li>Click the <strong>Setting</strong> option, the <strong>user setting</strong> panel is opened on the screen.<a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_ESS_02.png"><img class="alignnone size-medium wp-image-15585" src="https:// help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_ESS_02-300x51.png" alt="" width="300" height="51" /></a></li> | |||
| Added: <li>Change the required <strong>financial period</strong> in the <strong>Period</strong> field.<a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_ESS_03.png"><img class="alignnone size-medium wp-image-15586" src="https:// help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_ESS_03- 300x158.png" alt="" width="300" height="158" /></a></li> | |||
| Added: <li>Click the <strong>Save</strong> button to set a new financial period. Check the <strong>financial period</strong> given below the <strong>Organization's</strong> name to confirm the new period.</li> | |||
| Added: <li>The new <strong>financial period</strong> is set now, for every year the financial period needs to be changed as per the organizational requirements.</li> | |||
| Added: </ol> | |||
Note: Spaces may be added to comparison text to allow better line wrapping.
