Period Zero

• What is period 0?

• How to view Period 0

• Where is Period 0

• What programs look at period zero?

• Account Inquiry

• Account Master

• Journal Inquiry/Print

• Balance Sheet Report

• Start of Year (SOY) Period 0

• Period 0 is a system period that does not tie to a month but comes before period 1

• Typically only hit by the Open Fiscal Year Process or when adjusting entries hit prior year period 13 trigger adjusting journal entries and balance sheets carry forward adjustments 

• Site would like to view Start of Year (SOY) period 0 where carry forward balances define period 1 starting balances

Browse to one of the following locations:

• Browse to Financials > General Ledger Menu > Set/Up Chart of Accounts > Account Master

  1. Search

  2. Enter Account Code & Segments

  3. Accept or Enter

  4. Amounts

  5. Select Current Year or Last Year monthly amounts tab to see SOY period 0 sum of all posted journals for that account

• Browse to Financials > General Ledger Menu > Inquiry and Reports > Account Inquiry

  1. Search

  2. Enter Account Code & Segments

  3. Accept or Enter

  4. Months

  5. View current year SOY period 0s um of all posted journals for that account

     • Right click and add LY Actual to see prior year SOY amounts

• Browse to Financials > General Ledger Menu > Journal Entry/History > Journal Inquiry/Print

  1. Search

  2. Enter needed Fiscal Year and Period 0

  3. Accept or Enter

     • Browse or export to excel to see all data returned

• Browse to Financials > General Ledger Menu > End of Period > Balance Sheet Report

  1. Define

  2. Enter needed fund range and period 0

  3. Accept

  4. Select needed output method

     • Display

     • PDF

     • Excel

     • Print

• Account Inquiry's yellow detail folder for Actual (memo) can also show period 0

• Journal Inquiry/Print method allows to see all GL accounts hit by single SOY period 0 journal