Manage accounting periods

An accounting period is defined by a name (often the year to which it applies), a start date and an end date. Several accounting periods can be open at the same time. Sites automatically inherit the accounting periods created on their parent sites.

Note: This function is used only for the root site and production sites.

Start from: The Easilys menu.

Access the accounting periods

• Select Profile > Site settings.

You are redirected to the Information tab of the site settings.

• Select the Accounting period tab.

The list of all saved accounting periods is displayed.

Create an accounting period

• Select + Create an accounting period.

The Create an accounting period window appears. Complete the following fields:

• Name: the name of the period being created.
• From… To…: the date on which the accounting period starts and the date on which it ends.
• Confirm the creation by selecting Create.

Edit an accounting period

• Select the pencil for the accounting period you want to edit.
• Confirm the change by selecting Update.

Close an accounting period

• Select Close.

The Close an accounting period window appears.

• Select Validate.

Closed is displayed at the end of the line. Once a period is closed, no further receptions or invoices can be attached to it.

Note: Once closed, an accounting period cannot be reopened. The invoices and receptions included in that period can no longer be edited.