In this guide, we show how to Manage Timelines within the Finance Module.
Access: The minimum permissions required to Manage Timelines are found in the Finance Module section Config > Setup > Roles & Permissions.
Related Guides:
- Finance Managers Guide
- Budgeting Module User Guide
- How to Create a New Financial Year
- How to Create a New Cost Centre
Cost Centres and Ledger Codes cannot be deleted if they contain data. To hide unused Cost Centres and Ledger Codes that contain historical data, their Timelines can be Managed (Ended).
To begin, go to Maintenance > Manage Timelines.
The Timelines for Cost Centres, Ledgers, Funds, and Customers can be managed here.
To end the Timeline for a Cost Centre, select Cost Centre from the drop down and then choose the Cost Centre to end from the Managing timelines table.
Double-click on it to open the pop-up. In the drop-down End financial year, select the closing Financial Year for that Cost Centre. Then click Set.
The Closing Date for that Cost Centre, and any Closing Dates that have been set for other Cost Centres, can be seen in the Closing column of the table.
Note: the Closing Date will always be the final day of the year chosen as the End financial year.
The same process can be applied to Manage Timelines for Ledger Codes, Funds, and Customers.