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accountingfiscalyearaccountantodoo13.0
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Lima Saudara

I'm sorry if this question may be very basic, but I don't have basic accountant, so I need this knowledge.


In the Accounting module, I found this setting:



But, I don't understand for what purpose that?

Can someone explain about this: 

  1. Fiscal Periods

  2. Fiscal Years

  3. Fiscal Period Closing

    1. Lock Date

    2. Lock Date for Non-Advisers


And how should I configure thems?, in standard operations company process they should be configured like what?


Any answers, explanations or sources to learn about that would be very appreciated.

Thanks :)

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Paresh Wagh
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Hi Lima:

You should consult your accountant for this since it needs to match the way you will prepare your final accounts and file your taxes.

Here's a brief explanation of the terms:

  1. Fiscal Period: Your Accounting Period. Most countries use the calendar year (Jan-Dec) but there are some that use the Apr-Mar or Jul-Jun accounting period.

  2. Fiscal Year: Same as above.

  3. Fiscal Period Closing

    1. Lock Date - The date on which the accounts are frozen and finalized. You cannot process any more transactions in the fiscal year once this date is set.

    2. Lock Date for Non-Advisers - The date on which the accounts are frozen for the general user but your Auditor/Accountant (Adviser) can still pass Journal Entries in the closed accounting period before the accounts are finalized for the year.

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Murtada
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Fiscal year was introduced for companies that have beyond or less than  12 month term. eg. 15 months fiscal year. 

Use this option if this is your case or else this option is not required. You need to enter the last of the fiscal year to set up your fiscal year - eg. Dec 31 means your fiscal year is from Jan 01 - Dec 31

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