Managing Accounting Periods

The Account Period Editor allows you to add, modify, and delete accounting periods to suit your business. Account periods are available as an option in the Work Flow Wizard Header page. (Select the Enable bill headers check box and the Account Period Use Field check box.)

You can only edit the Name field of default Energy CAP Enterprise accounting periods although you can edit or delete any accounting periods you have created.

1. Select Accounting > Accounts. The Account Manager appears.

2. From the Account menu, select Editors > Account Period. The Account Period Editor window appears.

3. It is possible to:

   • Add an account period

   • Modify an account period

   • Delete an account period

4. After making your selections, click OK.

Adding an Accounting Period

1. From the Account Period Editor window, click . A new account period line is added.

2. Click in the Name field to enter the name (limited to 10 characters).

3. Click in the Period field to enter the account period (limited to 4 characters and cannot begin with 0).

Modifying an Accounting Period

1. From the Account Period Editor window, modify an account period name by clicking in the appropriate name field then entering the new name (limited to 10 characters).

2. Modify the account period by clicking in the appropriate period field then entering the new period (limited to 4 characters and cannot begin with 0).

Deleting an Accounting Period

1. From the Account Period Editor window, select the appropriate account period.

2. Click . The Confirm window appears.

   • Select Yes to delete the account period.

   • Select No to cancel the operation.