Period End

Use this option to increment the default transaction period by one. For example, if the current default is period 8 and you run the Period End function, the default becomes period 9.

Do not use this option if you are in Period 12. Instead, you should run the Year End procedures. Also, before running the Period End option, verify that all users are logged out of the Fund Accounting System.

Menu Path: Fund Accounting > Periodic Routines > Periodic Processing > Period End

Ending a Period Except Period 12

1. Select Fund Accounting > Periodic Routines > Periodic Processing > Period End to display the Period End page.
2. Click Process to change the default period to the next period in the current fiscal year.
3. In the confirmation dialog, click OK.