open period report for companies in the same tenant
Hi There,
We have many companies in the same tenant with different financial year ends. Just wondering if there’s a report to view the current opening period/close period for all the companies. Just wanted to double check if all the periods are closed across all the companies at month end. Thank you.
Page 1 / 1
How did you go with this, epan? I’m looking for something similar as we also have 60 odd entities that I’d like to check for open modules for a given period.
Hello,
Please add your Idea in the Ideas section of this community. I think it’s a great idea to have a GI screen or a report that shows by period - which companies are open/closed for each module, or by company - which periods are open/closed for each module.
When I de-activate Centralized Period Management feature, no related Inquiry or Report showing the period status across companies appears. I think the only way within Standard Acumatica is using Manage Financial Periods screen to cycle through the companies at the top.
Laura
@Laura02 Thanks for chiming in, I had a play last night and found that a relatively simple Generic Inquiry (to the extent of my skill level) could be made using the single table with no joins: