Resetting Periods

Many of the pages accessed from the Fund Accounting > Entry & Processing menu display one of the following items on their Action Bar:

Set Period

Clicking this item displays the following pages for changing the Period, Year, and Transaction Date:

Reset Period page applies the new date information to any records you subsequently add or change.
Set Period page applies the new date information to all records in the batch selected.

Display Through...

Clicking this item displays a version of the Reset Period page where you can change the Period for year-to-date displays and queries but not the Year.
This item only applies to the following options: Expenditure Ledger, Project Ledger, Revenue Ledger, and Balance Sheet.

Reset Period Page

The date information entered in this page remains in effect until you either exit the current option or select different date settings.

Select the appropriate option from the Fund Accounting > Entry & Processing menu.
Click Set Period or Display Through... on the Action Bar.
In the Reset Period page:
- With the Set Period item, change the Period, Year, and Transaction Date fields as needed. Your settings will be applied to any records you subsequently add or change.
  You can only select the current or previous year. If you select the previous year, you must set the Period field to period 13.
- With the Display Through... item, select a Period to use for the year-to-date in subsequent displays and queries.
Click OK to save your entries and return to the previous page.

Set Period Page

The date information entered in this page applies only to the batch selected.

Select a batch processing option from the Fund Accounting > Entry & Processing menu.
Select the desired batch, and then click Set Period on the Action Bar.
In the Set Period page, change the Period and Year fields as needed.
In the confirmation dialog, click OK to replace the period and year for all records in the batch selected.