Periods

Periods refer to the financial year.



Working with Periods in RealBooks

Creating of Periods

STEP 1: Go to Masters ⇒ Accounts ⇒ Periods ⇒ Create

STEP 2: Once you click on create, Voucher period master will appear.

STEP 3: Fill the appropriate details for the provided fields:

Period Name : Name of the Financial Year.
Short Name : Display name for the Financial Year.
From Date : Start date of the Financial Year.
To Date : End date of the Financial Year.

STEP 4: Click on Save to create the same.

Viewing of Periods

STEP 1: Go to Masters ⇒ Accounts ⇒ Periods ⇒ View

STEP 2: Once you click on view, Voucher period List will appear.

Editing of Periods

STEP 1: Go to Masters ⇒ Accounts ⇒ Periods ⇒ Edit

STEP 2: Once you click on edit a screen, Voucher period list will appear.

STEP 3:  As you click on pen icon to edit the Voucher period, the page will appear, wherein the changes to the financial year can be made.

STEP 4: Click on Save to update the details.