Set the Current Accounting Cycle

All transactions in AptaFund are based in within an accounting cycle. The Current cycle is the accounting cycle you are working in. Any transactions you create — such as POs, receipts, vouchers, or paychecks — are created for the designated current accounting cycle, and only records from the selected cycle will be displayed.

• Only one cycle at a time can be designated as the current cycle; however, you can change the current cycle as often as you like. This feature allows you to keep your accounting records separate for different fiscal years.

• For example, if you need to create purchase requisitions for the upcoming fiscal year, you can change the current accounting cycle and enter new requisitions in the next year.

• Changing your current accounting cycle doesn't affect the current accounting cycle for other users in your organization.

Wherever you are in AptaFund, the currently selected accounting cycle is displayed in the upper right corner of the window.

If you're not working in the current accounting cycle, you'll see a warning banner just below the menu that also provides a link to switch to the current cycle.

Designate the current accounting cycle

1. To work in a different accounting cycle, click on the accounting cycle link, and a popup window opens.
   
   

2. Click on the link for the accounting cycle you want, and the popup window closes, displaying the newly selected accounting cycle.

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