Add an adjustment period

In Visma Net, you can add an adjustment period for each year only during initial setup, when you configure your financial year and its periods. However, when you are generating financial periods for the next year, you can easily add an adjustment period for this particular year.

In Visma Net, you can add an adjustment period by using the Financial periods (GL201000) window.

1. Go to the Financial periods (GL201000) window.
2. Click to add a new year.
3. Click Generate periods. The system will display the periods for the newly added year, which are generated according to the settings of the financial year.
4. Select the User defined periods check box.

   This brings up a message that warns you about the consequences of such an action: Modifying periods may affect statistics, budgets, and reports.

5. Click Yes in the warning dialog box.

   You will see the list of financial periods in the table. Two new columns appear in the table (Adjustment period and Period length).

6. Click in the table toolbar. The system adds a new period as an adjustment period.
   Review the values that appear in the new row by default.
   The start and end dates of the adjustment period should be the same as the end date of the previous period.
7. Make sure the check box in the Adjustment period column is selected for the last period.
   Type a new description for the period that would indicate that this is an adjustment period.
8. Click .