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Get a better workflow with easy management of accounting periods

Maintenance of accounting periods can be transferred from the system administrator to the bookkeeper and secure a better flow in your accounting.

The bookkeeper no longer needs to contact the system administration to create or edit accounting periods.

Previously, the system administrator was responsible for creating and maintaining accounting periods in the system administration. To make it easier for you in your everyday life, we have made the administration of accounting periods available for the bookkeeper.

Now, the system administrator only has to create the accounting periods in the system administration, where it is possible to create, edit and delete accounting periods. You can also choose if the accounting periods should be created manually or automatically.

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Please note that the access to the accounting periods is provided through a role by marking Accounting periods under the area Invoices in the role administration and under System administration pages, if the bookkeeper should make changes there as well.

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The maintenance of accounting periods takes place in the Invoices -> Accounting periods menu, and the responsibility of closing the accounting periods may be delegated or transferred to the bookkeeper.

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You may filter the page for accounting periods by year, and all previous periods are also shown.

Next to each accounting period, you see two check marks. If they are grey, the accounting periods are still open. If they are green, they are closed. You close an accounting period by clicking the check mark and confirm the closing of the period.

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Maiken Blok

Maiken Blok
Maiken Blok
Customer support and Language localisation

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