Financial Period Setup

Navigate to A/R Module, Setup -> System Tables Setup -> Financial Period Setup. (Can also Import Financial Periods in the System Settings Module.)

To manually create new financial periods, enter a number at the top for how many periods you would like to create and click apply.

The system will auto-create the new periods. Change the end period to desired end date for each month if the default isn't want you want. The start date for the next period will auto-adjust to the day after the prior period end date.