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2018-10-24T07:14:00Z

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Wikiadmin: Created page with "{{BackTo|Screens Reference}} == Fiscal Calendar == "Legal entities with accounting" organization types must have a fiscal calendar assigned while rest of organization types c..."

2018-10-24T07:13:14Z

Created page with "{{BackTo|Screens Reference}} == Fiscal Calendar == "Legal entities with accounting" organization types must have a fiscal calendar assigned while rest of organization types c..."

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== Fiscal Calendar ==
"Legal entities with accounting" organization types must have a fiscal calendar assigned while rest of organization types can inherit it from its parent.<br>A calendar contains years and the periods of each year required to get an accurate organization's accounting practice.

=== Calendar ===

The fiscal calendar window allows to create and maintain the organization's fiscal calendar.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''Description''' : A space to write additional related information.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Calendar''' : A table showing the days of the week for each month of the year.

=== Year ===

Year tab allows to create as many fiscal years as required within a fiscal calendar.
* '''Year''' : Calendar Year
* '''Fiscal Year''' : Calendar Year
* '''Description''' : A space to write additional related information.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Create Periods''' : Create 12 standard calendar periods (Jan-Dec) and an optional 13th period
* '''Close Year''' : This proces creates the closing transactions and the corresponding opening transactions for the following year.
* '''Undo Close Year''' : This process undo all what was done by the closing year process; all the accounting entries which were generated are undo or reverted.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Fiscal Calendar#Calendar | Calendar]]''' : A table showing the days of the week for each month of the year.
=== Period ===

The period tab lists all the periods of a year.
* '''Period No.''' : Unique Period Number
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''Starting Date''' : A parameter stating when a specified request will begin.
* '''Ending Date''' : A parameter stating when a specified request will end.
* '''Period Type''' : Period Type
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Fiscal Calendar#Year | Year]]''' : Calendar Year
* '''Period''' : A specified time period.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Open/Close All''' : Open/Close all Base Document Types
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
=== Period Control ===

Add and edit document types to be included in the accounting process during the selected fiscal period.
* '''Period Control''' : Period Control
* '''Document Category''' : A classification of document types that are shown and processed in the same window.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Period Status''' : Current state of this period
* '''Period Action''' : Action taken for this period
* '''Open/Close''' : Open/Close
* '''[[Screenshot:Fiscal Calendar#Period | Period]]''' : A specified time period.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
=== Non Business Day ===

Non business days can be listed in this tab as a way of stating non working days for an organization and a calendar to be taken into account while calculating for instance payment dates.
* '''Non Business Day''' : Day on which business is not transacted
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Fiscal Calendar#Calendar | Calendar]]''' : A table showing the days of the week for each month of the year.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''Non Business Day Date''' : Date when business is not conducted
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.

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 * '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
 * '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
 * '''[[Screenshot:Fiscal Calendar#Calendar | Calendar]]''' : A table showing the days of the week for each month of the year.
 === Period ===

Screenshot:Fiscal Calendar - Revision history

Wikiadmin: /* Year */

Wikiadmin: Created page with "{{BackTo|Screens Reference}} == Fiscal Calendar == "Legal entities with accounting" organization types must have a fiscal calendar assigned while rest of organization types c..."