View, modify, and validate fiscal periods - Legacy

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • After you generate a fiscal calendar, you can view fiscal period records, modify the start and end date, deactivate a fiscal period if necessary, and validate.

    Vorbereitungen

    Role required: fiscal_calendar_user

    Prozedur

    1. Navigate to All > System Definition > Fiscal Periods.
    2. Open any of the fiscal periods (see table for field descriptions) to view, modify, or deactivate.
      Tabelle : 1. Fiscal period form
      Field Description
      Name Name of the fiscal period.
      Start date time Date the fiscal period starts.
      End date time Date the fiscal period ends.
      Fiscal Type [Read-Only] Type of period, either Year or Quarter.
    3. Validate the fiscal periods to ensure that there are no gaps and that they match a valid style of calendar.
      1. To validate, return to the list view of fiscal periods and click Validate Periods.