Edit periods

You can edit period dates, period frequency, and the current period on the Periods tab. You can make these changes even if account information has already been entered or if there has been other account activity in Onvio.

  1. For firms, select Setup, Firm Settings, then the Periods tab.
  2. For a client or contact:
    1. select Setup, then Clients or All Contacts
    2. select Edit next to their name, then the Periods tab.
  3. Select Edit accounting period for a client or contact, or Edit firm period for a firm.
  4. Select a new Period frequency, update the period dates, then select Next.
  5. Select Map to and map existing account balances and adjustments to the new period.
  6. Select Done to save your changes.
  7. Repeat these steps if you need to make further changes.

Notes

  • Changes to the period and period frequency are updated elsewhere in Onvio, including drop-down lists with periods, transactions, and the Workpaper reference column of the Trial Balance screen.
  • You can edit only one financial year at a time.
  • Changes for the selected financial year don't affect other years set up for the contact.

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