With financial periods, the procurement team can track spending across different periods and ensure that it does not exceed the allocated budget.
Go to the Management Portal via the 3 dots.
Select Financial Periods in the left-hand side bar.
Click on the +New button.
Name the new financial period, set the status, and click Save. Then two tabs will appear, allowing you to add the periods and assign the locations.
Head over to the Periods tab and click +New.
Add the period start date, end date, and period number, and specify the year. Save the settings and go on adding more periods if needed.
To delete a period, simply select the period and click "Delete".
After setting up the periods, go to the Locations tab and apply the financial periods to the locations by switching on the locations.
To delete the whole financial period, go to the Info tab and select "Delete".
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