When the first accounting period is created, the year must be entered. For later accounting periods, Juris automatically fills in the next accounting year. Before the accounting period can be saved, the date ranges must represent the entire year.
Create accounting periods in Juris from Setup and Manage > Accounting Periods. Juris defaults the period date ranges based on the total number of accounting periods selected in Firm Options.
Create an accounting period
Select Setup and Manage > Accounting Periods.
Open a new accounting period using one of the following options:
- Click the New icon on the toolbar.
- Select Form > New > Accounting Period.
- Press Ctrl + N.
The Accounting Periods form opens.
Enter or review the accounting year:
- If this is the first accounting period entered, enter the year.
- If this is not the first accounting period entered, Juris automatically fills in the next accounting year.
Review the default date ranges.
Juris defaults the date range for each period based on the total number of accounting periods selected in Firm Options.
Accept the defaults, or make changes as needed.
Juris requires the full year to be represented in the accounting period ranges before the accounting period can be saved. If the ranges leave missing dates, review the start and end dates for each period and make sure the ranges cover the full year.
- Save the accounting period using one of the following options:
- Click the Save icon on the toolbar.
- Select Form > Save.
- Press Ctrl + S.