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Financial periods: statements and finalizing
Financial periods: statements and finalizing
Amanda de Bruyn avatar
Written by Amanda de Bruyn
Updated over a week ago

Your financial periods have to be set up to understand this article.

Statements

On your statements tab, you will see that your first column now has a period linked to it. If not, you can manage your columns to see it.

This period will be determined by identifying which financial period is applicable to your statement date.

Finalizing

When you are sure that you have completed all the processes for the financial period (all commission statements loaded, linked and allocated), you can finalize this period.

Step 1: Navigate to office settings > financial periods > edit the applicable financial period, and click on finalize

After a few second, your statements will changed from Allocated to Finalized:

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