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How to Change the Period in the General Ledger

Navigate to one of the following screens:

  • Accounting > General Ledger > General Ledger
  • Accounting > General Ledger > Journals
  • Accounting > General Ledger > Schedules

Option 1: Navigate Using Period Buttons

Inside the Primary Grid:

1. Click either the Next Period button or the Previous Period button at the top of the screen.

— or —

Option 2: Navigate Using the Go To Period Dropdowns

Inside the Primary Grid:

1. Click the Go To Period dropdowns.

2. Select the appropriate Month and Year.

3. Click the Go button.

For more details on managing accounting periods, refer to your system's period management documentation.

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