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Select General Ledger at the top on the Administrative Menu.

Select Manage.

Select Ledger.

Select Ledger Budgets.

Click on the plus sign on the top right.

When prompted tell it to create the periods

By default the Periods are closed when they are created, and will have to be opened.

Note: Budgets may be uploaded at the time of Period creation, or at a later time based on Club needs.


To Open General Ledger Periods –

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Select General Ledger at the top.

Select Manage.

Select Ledger.

Select Ledger  Periods.

Double-Click on the period you wish to open.

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