Updating system periods

NOTE: All table periods should be tied to the system period.

To update system periods:

1. In the Admin ribbon tab, click Imports & Data Utilities > System Period/Year.

   

2. In the System Current Period dialog, modify the System Current Period, as applicable.

   

3. (Optional) To make the current period different from the system period, in the Admin ribbon tab, click Import & Data Utilities > Table Current Periods.

   

4. Update the Financial, Payroll, and Provider (if applicable) table periods.

   NOTE: Update the Payroll period using the Management Reporting Admin task pane.