Edit Periods
You can edit existing period dates, the period frequency, and/or the current period for a contact—via the Edit Periods link—whether or not account information has been entered and there is account activity in the application.
- Select a contact to edit in the Setup > Contacts or Setup > Clients screen.
Note: You can also click the Edit Contact link in the Setup tab for your project in Onvio Trial Balance or Onvio Workpapers to edit periods on the fly.
- Click the Periods tab for the contact.
- Click the Edit Periods link on the Accounting tab.
Step 1: Edit periods — Select a new Period Frequency, update the current periods, and/or set the current period for the contact, and then click Next.
Step 2: Period Mapping – Select the periods for the new frequency to which the existing periods will map.
- Click the Done button to apply your changes.
Notes
- After the application maps the existing periods to new periods, you can make further changes to the new periods, as necessary.
- Any changes made to the period or period frequency for the contact are updated automatically in the Onvio applications that are using accounting periods. For example, drop-down lists that include periods, transactions, and areas in the Trial Balance screen (i.e., Workpaper reference columns and Tickmark columns).
- You can edit only one fiscal year at a time. Changes for the selected year do not effect the other fiscal years that have been set up for the contact.
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