Accounting period user permissions
Before you can set up or amend the accounting periods, you must set up permissions to allow Sage 200 to make changes to the accounting periods.
You can Add a new user, Edit the details of an existing user or Remove an existing user from the User Permissions list.
The user permissions are in two sections:
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User permissions for accounting periods.
This allows the user to add new periods, change the dates of a period, or delete a period.
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User permissions for source modules.
This allows the user to change the status of a period for each ledger:
This allows the user to open periods marked with a Future status.
This allows a user to close periods marked with an Open status.
This allows the user to re-open a closed period.
- You must have user accounts set up.
What do you want to do?
Open: Accounting System Manager > Accounting Periods > Maintain Accounting Periods User Permissions.
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Click Add.
The Add User Permissions window appears.
- Select a User name from the drop-down list.
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To allow the user to add, change or delete an accounting period, select Add/ amend / delete periods.
- To allow the user to Open future periods, Close periods or Re-open closed periods, select the relevant options for each module.
- Click OK.
Open: Accounting System Manager > Accounting Periods > Maintain Accounting Periods User Permissions.
- Select the user name required from the User Permissions list.
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Click Edit.
The Edit User Permissions window appears.
- Amend the user permissions as you require and click OK.
Open: Accounting System Manager > Accounting Periods > Maintain Accounting Periods User Permissions.
- Select the user name required from the User Permissions list.
- Click Remove.
- Click Yes at the prompt to confirm that you want to remove the user.
Overview
Other tasks
Change an accounting period date
Change an accounting period status
Reference