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    How to extend the Fiscal Period for a ledger in Alma?

    Question

    How can the fiscal period for a fund or ledger be extended?

    Answer

    1. Edit a Ledger or Fund.

    2. On the 'Summary' tab, scroll down to the bottom of the page and expand the 'Rules' section.

    3. Indicate the number of days by which to extend the Fiscal Period by adding a value to the 'Fiscal period end encumbrance grace period (days)' (will impact POLines) and 'Fiscal period end expenditure grace period (days)' (will impact invoices). 

    4. The Ledger and Fund need to be Active.

     

    Additional Information

    Find more in the documentation about "Managing Funds and Ledgers".

     


    • Article last edited: 14-NOV-2019