Manual Period Ends
Search for Financial year groups (FYG) in the Quick launch side menu.
Click into the FYG and click on the Document types tab.
Click the Edit button and locate the document types you would like to make changes to.
Untick the Period editable tick-boxes and tick the Period auto correction tick-boxes. Change the Period calculation min fields to equal Financial year group: default period, this will make the earliest period available equal to the default period set within the FYG. This ensures invoices are not back-posted and instead are created within the correct periods.
Locate your Manual Journal document types and change the Period calculation min fields to equal Open periods. Tick both the Period auto correction and Period editable tick-boxes. This ensures you can still make manual corrections across any open period.
Click Save and then locate Periods in the Quick Launch search bar.
- Click into the period(s) you want to manually roll forwards and then click Edit.
Tick the Stop auto roll forward tick-box and then click Save.
