Setting the accounting period on the DM300-DM475
Products affected:
DM300c™, DM400c™, DM475™ (G920)
DM300M™, DM400M™, DM475M™ (G922)
DM300c™, DM400c™, DM475™ (G920)
DM300M™, DM400M™, DM475M™ (G922)
Important: Always perform a data upload before clearing accounting data or amending account periods. Once the transaction log is cleared, the account information cannot be retrieved.
Follow these steps to set the accounting period:
Follow these steps to set the accounting period:
- Press Menu.
- Select "Accounts".
Note: If the supervisor password is enabled, enter it to gain access to all accounting functions.
- Press Page Down and select "Acct Period".
- Select "Edit Start of Fiscal Year".
- Enter in the date of your fiscal year.
- Select "Accept".
Note 1: You can enter a start date that is within the current year. For example, if today’s date is 20/01/2010, you can enter a start date back to 20/01/2009.
Note 2: Once you run a transaction, you cannot change the start date of the fiscal year until you clear the accounting data, which is normally cleared when the fiscal year ends.
- Select "# Periods" to change the number of accounting periods during your fiscal year
- Select the number of periods for your fiscal year from the list: "Annual", "Twice a year", "Quarterly", "Monthly" or "Custom". If necessary, use Page Down to scroll through the list.
- If you select "Custom", the "Custom Period" screen displays. Go to step 10. Otherwise, go to step 15.
- You can set up two custom periods. The start date for both periods is the date you activate the custom periods. You cannot change the start date.
- Select "End Date 1" to set the end date for the first custom period.
- Type in the date of the period and select "Accept".
- Select "End Date 2" to set the end date for the second custom period.
- Type in the date of the period and select "Accept".
Note 1: The end date for the second period must always be the same as, or after the end date for the first custom period.
Note 2: For custom periods only, you can extend the end dates at any time. The end date for custom period 2 must always be the same as or after the end date for custom period 1.
Note 3: Once the end date of the custom period is reached, you must then clear the account data, extend the end date, or do both. Always perform a data upload before clearing accounting data or extending the end date.
Note 4: When the period expires, you will not be allowed to run mail until you clear the data or extend the period.
Note 2: For custom periods only, you can extend the end dates at any time. The end date for custom period 2 must always be the same as or after the end date for custom period 1.
Note 3: Once the end date of the custom period is reached, you must then clear the account data, extend the end date, or do both. Always perform a data upload before clearing accounting data or extending the end date.
Note 4: When the period expires, you will not be allowed to run mail until you clear the data or extend the period.
- Select "Done" to save your changes.
- Press Home to return to the home screen.
UPDATED: September 21, 2017
