Using the Reporting Period Status Screen
Select the Reporting period status tile to open a screen showing the list of reporting periods.
• | The reporting periods are listed in reverse chronological order, with the most recent (Open) periods on top. |
• | Each line item has an edit button at the end of the line. |
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Selecting Edit opens the reporting period.
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• | A user with Edit permission can change a reporting period’s status from Open to Closed for Trade to Closed. |
• | Select Update to save or Cancel to disregard changes. |
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