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Go to Financials>General

The Auto Update option in General Ledger Settings can be used to schedule the Default Year/Period to automatically update until the end of the fiscal year.

General Ledger Menu>Set Up/Chart Of Accounts>General Ledger Settings

  1. Click Update
  2. Check the Select Auto Update fieldClick  and Accept
  3. This will then bring up a screen where you can set up your Scheduler
  4. Click Recur
  5. Set up the recurrence of this Scheduler to your preferenceClick Recur
  6. Select preferences for running Monthly either late at night on the last day of the month or early in the morning on the first day of the month.
  7. Click OK
  8. Click Notify if you would like to notify user(s) about this Scheduler running
  9. Set up your Notifications to your preference
  10. Click OK
  11. Click OK at the very bottom of the screen; set up notification preferences
  12. Click Ok twice


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titleAdditional Information

The scheduled period update will not roll across fiscal years. 

If this Scheduler has been set up but the Default Period is not rolling automatically as it should, your site's Scheduler may not be Online. To check this, please follow the process below:

  1. Go to System Administration>Scheduler Administration>Scheduler Queue
  2. At the bottom of this screen, check on the status of this Scheduler Engine
  3. If this status is Online, your site's Scheduler is currently running properly. If this status does not say Online, the Scheduler is not currently running properly

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