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            Batch Create Monthly Finance Periods

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            Batch Create Monthly Finance Periods

            Finance periods store records of all your transactions within a certain timeframe. Use the finance book's Create Finance Periods button to create batches of up to 49 monthly finance periods at a time. (Salesforce Billing Managed Package)

            Required Editions

            Available in: All Salesforce Billing Editions

            Revenue finance books support up to 180 finance periods. Accounting finance books don't have a finance period limit. Closed finance periods don't count toward a revenue finance book's period limit.

            When you create finance periods using the Create Finance Periods button, you can create up to 49 finance periods at a time.

            1. Click Create Finance Periods on your finance book.
            2. Set your finance period start date.
              The start date should be the first day of a month.
            3. Enter your number of finance periods. Salesforce Billing can create between 1 and 49 periods at a time.
              Salesforce Billing creates a finance period for one month starting on your finance period start date, then adds months based on the number of finance periods.
            4. Set your legal entity.
            5. If your org is multicurrency, set the finance period’s currency.
            6. Click Submit.
              Note
              Note If you want to create more than 49 periods for your finance book, repeat these steps as needed.
            Example
            Example

            You want a finance book that tracks monthly transactions from January 1, 2018, through August 31, 2019. Click Create Finance Periods and fill out the values as follows.

            • Finance Period Start Date: Jan 1, 2018
            • Number of Finance Periods: 20
             
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