Period change

The system administrator makes a permanent period change. Change applies to the entire system - all users.

Change reporting month, follow-up year and budget year.

../_images/periodchange1.png

Note

  • For the end users, the period change will come in force during the next login.

Change of reporting month

Choose new month from the list. Confirm the change.

../_images/periodchange2.png

Change of follow-up / budget year

Choose Change the follow-up / Budget year | “new year”. Confirm the change.

The follow-up year / budget year can be changed from the current year, one year backwards or forwards, at a time.

../_images/periodchange3.png

Note

  • If the budget year is changed backwards, the reports have to be run, in order to update data for the reports.

  • In general, the budget year is follow-up year + 1.

Change of the reporting year.

When the follow-up year (reporting year) is changed, the Administrator will need to make a few checks on the system configuration. The measures are explained in more detail in the chapter: Reporting year change checklist.