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Periods Creation Improvements in Annual Calendar Period
Periods Creation Improvements in Annual Calendar Period

12/26/23 New checks for creating periods automatically and for opening the first period during registration of a new year.

R
Escrito por Rubén Mosqueda Herrera
Actualizado hace más de un año

Now, during the creation of a new year in Annual Clendar Period window, you will see that two new checks appear in the Year creation window:

  • Create Standard Periods

  • Open first period (January)

Here we explain how they work and the impact of having them active :

  • Create Standard Periods will automatically generate the 12 periods (months) for the year that is generated.

  • Open first period (January) will automatically open the period for the month of January, thus preventing users from having to open it manually.

Example where periods were generated automatically and first month opened :

Note: Opening the first period depends on whether the Create Standard Periods check is active.

If a new year is generated in this window but both checks have been deactivated, users must go to the context menu of the year that was generated and create the periods in the Create Standard Periods option:

And will have to manually open every period (context menu and Period Actions, then select Open Period).

We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.

Date: December 26, 2023.

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