Period Exceptions
After entering all counts into the period, it's important to review results before Approving the period.
The Trial Approve feature is available to systematically check for any period exceptions that would result in approval failing.
To do this, within the Pending period select [Trial Approve].
This process can take a moment whilst it runs through a series of checks to ensure that all necessary finalisations for the period approval are complete. If there are any outstanding items, and error message will show and all outstanding items will be listed within the Exceptions section of the period.
All period exceptions must be cleared before the period can be approved. For information on resolving the different types of period exception, Click Here.
Period Reporting
It is also recommended that period report are reviewed before approving the period, after all exceptions are resolved.
For information on period reporting, see:
And for information on investigating period variances, see: