Editing an Existing Period

You can edit an existing period and update or change its parameters. 

To edit a period, proceed as follows:

  1. Click on the Tools tab (1) to display the Tools screen.
  2. Check the Periods screen (2) is shown as default.
  3. Click on the row of the period to be edited. The row is highlighted (3).
  4. Press the Edit Period  (4) button. The Edit (5) selection box is shown. 

  1. Perform the request changes in the several data boxes (6) [Period Name / Description / Start Date / End Date]
  2. Press the Update  (7) button. A [Data has been saved] green banner is shown at the upper right-hand area in the screen, indicating successful procedure.  The changes are now shown in the updated period.






Was this article helpful?
0 out of 0 found this helpful


Joopy to grow your sales

Your first step to even better results.