Ledger trading periods (SL)
Trading periods can be used to produce turnover and trading analysis for your customer accounts. Each trading period can hold the total values for invoices, credit notes and any bank values.
If you are using Sales Order Processing, the Sales Ledger also holds the profit value, based upon invoices produced.
Enter trading periods settings
Open: Sales Ledger > Utilities > Ledger Set Up > Ledger Trading Periods.
Open: Sales Ledger > Utilities > Ledger Set Up > View Ledger Settings | Trading Periods.
Enter or view the following settings:
Select this to set the trading periods to the same as the accounting periods.
Select this to use sales trading periods that are different to your accounting periods.
Enter the sales trading periods in the grid.
Enter your sales trading periods in the grid.
24 periods are displayed by default.
- Click on a Period Reference or End Date to change the period reference or period end date.
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To add a new trading period, click Add.
Specify the next trading Period Reference and the End Date.
- To delete a trading period, select the required row and click Delete.
- To keep a copy of the trading period details, click Print.