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This section allows you to set up financial calendars for specific offices.

Note that before doing this, you need to have set up a Non-Working Days Calendar which covers the whole period for which you wish to create a financial calendar.

You also need to have generated the financial calendar for each office and for each year that you want to generate a budget for, BEFORE you can define budgets.

 


 

To generate a financial calendar, select Modules > Acquisitions > Module Maintenance > Calendars.

Click Generate Financial Calendar.

The following page is displayed:

 

Fill in the information as follows:

OfficeSelect the office you want the financial calendar for in the "Office" drop down field.
Financial YearThis is automatically filled with the current year, but this can be edited.
Start DateThis is automatically filled with 1 January of the current year, but this can be edited, either by using the drop down boxes for day, month and year, or by using the calendar icon and picking a date from the pop up calendar.
End DateThis automatically calculates 365 days (366 in a leap year) later than the Start Date.
PeriodsSelect whether the financial year has 12 or 13 periods
Five Week Period 13If you have selected 13 periods, select whether it is 5 weeks long

 

When the information is complete, click the Generate button to generate the financial calendar.

The calendar is displayed, based on the Non-Working Days Calendar that has been defined:

If the Non-Working Days Calendar has not been defined

You may get an alert message as follows:

 

This indicates that you have not set up a Non-Working Days Calendar which covers the whole period for which you wish to create a financial calendar.

Click Yes to continue.

Once you have set up the Non-Working Days calendar, the process of setting up the Financial Calendar can be completed.

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