VERIFIED SOLUTION i

Setting the accounting period on the DM300-DM475

Products affected:
DM300c™, DM400c™, DM475™ (G920)
DM300M™, DM400M™, DM475M™ (G922)
Important: Always perform a data upload before clearing accounting data or amending account periods. Once the transaction log is cleared, the account information cannot be retrieved.

Follow these steps to set the accounting period:
  1. Press Menu.
  2. Select "Accounts".
Note:  If the supervisor password is enabled, enter it to gain access to all accounting functions.
  1. Press Page Down and select "Acct Period".
  2. Select "Edit Start of Fiscal Year".
  3. Enter in the date of your fiscal year.
  4. Select "Accept".
Note 1:  You can enter a start date that is within the current year. For example, if today’s date is 20/01/2010, you can enter a start date back to 20/01/2009.
Note 2:  Once you run a transaction, you cannot change the start date of the fiscal year until you clear the accounting data, which is normally cleared when the fiscal year ends.
  1. Select "# Periods" to change the number of accounting periods during your fiscal year
  2. Select the number of periods for your fiscal year from the list: "Annual", "Twice a year", "Quarterly", "Monthly" or "Custom". If necessary, use Page Down to scroll through the list.
  3. If you select "Custom", the "Custom Period" screen displays. Go to step 10. Otherwise, go to step 15.
  4. You can set up two custom periods. The start date for both periods is the date you activate the custom periods. You cannot change the start date.
  5. Select "End Date 1" to set the end date for the first custom period.
  6. Type in the date of the period and select "Accept".
  7. Select "End Date 2" to set the end date for the second custom period.
  8. Type in the date of the period and select "Accept".
Note 1:  The end date for the second period must always be the same as, or after the end date for the first custom period.
Note 2: For custom periods only, you can extend the end dates at any time. The end date for custom period 2 must always be the same as or after the end date for custom period 1.
Note 3: Once the end date of the custom period is reached, you must then clear the account data, extend the end date, or do both. Always perform a data upload before clearing accounting data or extending the end date.
Note 4: When the period expires, you will not be allowed to run mail until you clear the data or extend the period.
  1. Select "Done" to save your changes.
  2. Press Home to return to the home screen.
UPDATED:  19 July 2019