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Set up financial periods

This article explains how to set up financial periods.

Written by Cristiana Ghinea

To organise financial periods, follow the steps below:

  1. Click Finance, then Admin.

  2. Click Financial period configuration.

  3. Click the New button.

  4. Enter the Period Name, Start Date and End Date.

  5. Click Save.

If a financial period already exists and you would like to edit the dates, click the Edit button at the top or click the pencil button to the side of the field.

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