Master Data Setup

Lesson 4: Reporting Periods

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.

After you complete each module, please tell us about your training experience by completing a short seven question survey. We value your feedback. Thank you!

Training Modules

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.

We value your feedback on our training courses. Please email us your comments and suggestions at training@accountingseed.com.