Posting Period Admin Screen

If your organization has activated Chrome River's Posting Period feature, this screen will allow you to create, modify, activate, and deactivate posting periods that users may select when creating new invoices.

"Posting period" refers to the period of time for which a transaction should be posted for accounting purposes. This may correspond to the period in which a purchase was initiated, a transaction was made, or a purchase order was fulfilled—or some other period defined by your organization. Posting periods may be months, quarters, years, or any other unit of time.

Click ADMIN SETTINGS > MASTER DATA > POSTING PERIOD.

Create a New Posting Period

Posting periods must be uniquely named and mutually exclusive. It is not possible to create a new posting period with the same name as an existing posting period or with dates that overlap those of an existing posting period.

1. Click the blue plus in the upper right corner of the admin screen.

2. Give the period a unique name, start and end dates, and, optionally, a reference code of up to 50 characters.

3. Set the Status drop-down to Active and click DONE.

Edit a Posting Period

Posting periods must be uniquely named and mutually exclusive. It is not possible to edit a posting period if you give it the same name as an existing posting period or choose dates that overlap those of an existing posting period.

1. Click the gray pencil icon to the right of the desired posting period

2. Make the desired changes and click DONE.