myTourplan Help

Loading interactive content…

Checking Accounting Periods

This procedure describes how to view settings for specific accounting periods, these settings are configured during system setup and should not be changed. Before making any changes, including adding entries, check with your local Tourplan Support office and your system administrator first.

From the Home menu, select Home > System > Code Setup.
1. Click the Home menu to expand it:
2. Click the System menu option to expand it:
3. Click Code Setup to go to the Code Setup menu:
To check Creditor accounting periods, from the Code Setup menu, select Code Setup > INI Settings > Creditors.
1. Click the Code Setup menu to expand it:
2. Click INI Settings to expand the INI Settings menu:
3. Click Creditors to open the Creditors INI Settings screen:
On the Creditors screen, check that the accounting periods are correct for your environment.

You can change Creditor accounting periods by clicking and then updating the relevant entry. If accounting periods are missing, you can add them by clicking Insert.
From the Code Setup menu, select Code Setup > INI Settings > Debtors.
1. Click the Code Setup menu to expand it:
2. Click INI Settings to expand the INI Settings menu:
3. Click Debtors to open the Debtors INI Settings screen:
On the Debtors screen, check that the accounting periods are correct for your environment.

You can change Debtor accounting periods by clicking and then updating the relevant entry. If accounting periods are missing, you can add them by clicking Insert.
From the Code Setup menu, select Code Setup > INI Settings > Financials.
1. Click the Code Setup menu to expand it:
2. Click INI Settings to expand the INI Settings menu:
3. Click Financials to open the General Ledger INI Settings screen:
On the General Ledger screen, check that the accounting periods are correct for your environment.