In this lesson we will review the process to setup, create, close, and re-open Accounting Periods. We will also explore how to add Time Card Periods for your employees.
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Module 1: Accounting Periods
In this training module we will cover how to create a New Accounting Period and Close an Accounting Period. We will also review the process to re-open an Accounting Period in order to fix a transaction.
Module 2: Time Card Periods
In this training module we will review the criteria to consider when establishing Time Card Periods, the steps to enter a new Time Card Period, and how to manage a batch import using the Accounting Seed import template.