FAQ

How do I extend the fiscal period in Alma?

If you need more time to create purchase order lines and/or post invoices after the end of the fiscal year, you can change the grace period at the ledger or fund level.

1. Go to Acquisitions > Acquisitions > Funds and Ledgers.

 

2. Click Edit on a ledger or fund.

 

3. Scroll down to the "Rules" section. If necessary, click Override Rules Information.

 

4. Enter a number of days that encumbrances and/or expenditures can be created after the end of the fiscal year.

 

5. Click Save.


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Answered By:
Kristen Fredericksen
Last Updated:
2023-03-09
Views:
79

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