Ledger trading periods (PL)
Trading periods can be used to produce turnover and trading analysis for your supplier accounts. Each trading period can hold the total values for invoices, credit notes and any bank values.
To enter or view trading periods settings
Open: Purchase Ledger > Utilities > Ledger Set Up > Ledger Trading Periods.
Open: Purchase Ledger > Utilities > Ledger Set Up > View Ledger Settings | Trading Periods.
Enter or view the following settings:
Same as accounting periods
Select this to set the trading periods to the same as the accounting periods.
Use separate trading periods
Select this to use purchase trading periods that are different to your accounting periods.
Enter the purchase trading periods in the grid.
Purchase trading periods
Enter your purchase 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.
- 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.