Financial Period

It is the span of time where AR transactions are being created and updated.

For PropTech, the financial period status is updated each month of the fiscal year.

Only Billing and Client Accounting can update the Financial Period.

AR Financial Period

Go to Manage Invoices > Select Financial Period.
Click "Open" to open the financial period. Otherwise, close the financial period.

GL Financial Period

Go to Manage Invoices > Select Financial Period.
Only closed AR financial periods can be updated.
If AR is closed already, toggle the button to right to close the GL Financial Period

Google Sites

Report abuse