Accounting Period Setup

1. Navigate to the Admin page.

2. In the Customization section, click Portfolio.

   The Portfolio Customization page opens.

3. Navigate to the Portfolio Defaults section.

4. Click the Set Up button next to the Accounting Period field.

   A new window appears.

5. Using the New Accounting Period drop-down menu, select the new accounting period.

6. Set the appropriate dates for the fiscal year using the remaining fields.

7. When the form is complete, click Generate Accounting Period.

   The Calendar Configuration section appears, displaying the list of dates for the Accounting Calendar.

8. Ensure that the accounting calendar accurately reflects the desired dates.

   To save the calendar setup, click Save Calendar.

9. Once the accounting period is set up, click Commit Accounting Period to confirm the new period setup.

   Administrators can only commit a new Accounting Period once. If your organization requires changes to that accounting period, contact your Accruent representative.