What's an auto-incrementing date?

If you're setting up an activity, an auto-incrementing date is an activity with an activity period that will repeat each year.

Use Auto-increment Dates to make an activity active during the same periods in the following year. When you close the year-end, Auto-increment Dates will move forward the YY in the Beginning Period and Ending Period fields to the new current year. For example, the Beginning Period is 02/11 and the Ending Period is 04/11. When Jane runs Organization > Close Year-end and the Auto-increment Dates option is selected, the system updates the Beginning Period to 02/12 and the Ending Period to 04/12.

Setting up a repeating activity

1. Open Connect General Ledger > Activities > Modify Existing Activities.

2. Click to select the field titled Activity, and then enter the activity name or number.

3. Press Enter.

4. Click to select the checkbox titled Auto-increment Dates.

5. Click Save (CTRL+S).

When the current year is closed, Connect will set up the activity period range for the following year.