Editing a Reporting period

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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.

 

reporting period closing screen

 

 

Selecting Edit opens the reporting period.

 

period closure edit

 

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.