The first step in the BillingBuilder Setup process is configuring fiscal periods. To configure a fiscal period, complete the following steps:
NOTE: The Fiscal Period Begin date on this page defaults to the next fiscal period from the latest that exists.
TIP: If a previous fiscal period is to be closed, or locked down, select that fiscal period on the previous page and click Update, then select "Closed" from the Open to Entry drop-down list.
The process of creating a fiscal period is now complete.
TIP: If it is later necessary to update or delete a fiscal period, complete steps 1 through 3 above, select the appropriate period from the Fiscal Period Begin Date selection list, and then click UPDATE or DELETE, respectively.