Customer Resources

TABLE OF CONTENTS

• Generating Periods
• Changing Periods

Generating Periods

At the beginning of the year, part of the Year Begin instructions is to Generate Periods. This is usually set to Monthly by the districts and then it has to be set for each Period Type. 

1. Go to System> Management> Generate Periods. 

2. Select the Fiscal Year. Then select the Period Type from the dropdown. 

Note: The Period selection will vary based on the modules you have.

3. Select the frequency for your periods, and click Preview Periods.

4. The periods will be generated based on the frequency selection. If there are no changes that need to be made, click Create Periods. 

5. The periods will now be generated.

Changing Periods

Optimally the periods should be changed before that month starts, but you do have the option to Split and Combine the periods to conform the days to your district’s needs. Some districts will split the period before Christmas break to close out instead of leaving it till they return in January. Most districts also split the period in June to close out when school ends.

Example if your district is ending school on the 9^th you would set the day to split on the 10^th.

1. When you click the Split button, the date on the original line changes to 6/9 and it creates a new line entry for 6/10 to the end of the month. The period is now split.