- Click the user name on the right top corner. The drop-down list consists of My Setting.
- Select the My Setting Option, the setting panel is opened on the screen.
- The Period field is shown below the Organization unit, change the financial period as per the requirements.
- Click the Save button to set a new financial period.
- Check the Financial year given below the organization's name to confirm the new Financial period settings.
- The new financial period is set now, for every year the financial period is needs to be changed as per the organizational requirements.
Contents
Revisions
- April 12, 2022 @ 12:10:39 [Current Revision] by arul
- April 12, 2022 @ 13:06:32 [Autosave] by arul
- April 12, 2022 @ 12:10:39 by arul
- April 12, 2022 @ 12:00:03 by arul
- April 12, 2022 @ 11:57:01 by arul
- April 12, 2022 @ 11:44:31 by arul
Revision Differences
| April 12, 2022 @ 11:44:31 | 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. | ||
| Deleted: To set the financial year, follow the below steps. | Added: To set the <strong>financial year</strong>, follow the below steps. | ||
| Deleted: Go to | |||
| Added: <ol> | |||
| Added: <li>Click the user name on the right top corner. The drop-down list consists of <strong>My Setting</strong>.<a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_01.png"><img class="alignnone size-full wp-image-15574" src="https:// help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_01.png" alt="" width="1206" height="198" /></a></li> | |||
| Added: <li>Select the <strong>My Setting</strong> Option, the setting panel is opened on the screen.<a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_02.png"><img class="alignnone size-full wp-image-15575" src="https:// help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_02.png" alt="" width="835" height="427" /></a></li> | |||
| Added: <li>The <strong>Period</strong> field is shown below the <strong>Organization unit</strong>, change the financial period as per the requirements.<a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_03.png"><img class="alignnone size-full wp-image-15576" src="https:// help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_03.png" alt="" width="341" height="255" /></a></li> | |||
| Added: <li>Click the <strong>Save</strong> button to set a new financial period.</li> | |||
| Added: <li>Check the <strong>Financial year</strong> given below the organization's name to confirm the new Financial period settings.<a href="https:/ /help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_04.png"><img class="alignnone size-medium wp-image-15582" src="https:// help.goodbookserp.com/wp- content/uploads/ 2022/04/Financial- Period_04-300x57.png" alt="" width="300" height="57" /></a></li> | |||
| Added: <li>The new financial period is set now, for every year the financial period is needs to be changed as per the organizational requirements.</li> | |||
| Added: </ol> | |||
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