Overview
Period Setup is the screen where you define the financial periods that your DizLog account will use for reporting.
It sits under Financials → Accounting Setup → Period Setup in the left menu and shows a table of periods grouped by fiscal year, with columns for Fiscal Year, Period, Start Date, End Date, and Status.
From here you can:
See which periods already exist.
Expand a fiscal year to view each period inside it.
Create new periods using a date picker.
See whether a period is open or closed (shown in green or red text).
Period Setup works together with:
Opening Balances and Period Closing in Accounting Setup.
Period Reports such as Period Status, Opening Balance Summary, Closing Journal Report, and Period Audit Log.
These modules use the periods you define here to structure your year-end and month-end workflows.
Key Features
Year-grouped period list
Periods are grouped by year using the period start date. Clicking a year row expands or collapses the periods for that year.Clear period details
Period is shown as a range like “Nov 2025 – Nov 2025”.
Start Date and End Date display as local calendar dates.
Status shows whether a period is open or closed, with color highlighting.
Add New Period modal
Opened with Add New Period button.
Uses date pickers for Period Start Date and Period End Date.
Shows Status as an uppercase, read-only field (defaulting to OPEN).
Built-in validation and overlap checking
Requires both start and end dates.
Prevents a start date later than the end date.
Checks that the new period does not overlap any existing period, and shows an error if it does.
Helpful messages
If there are no periods yet, the page shows “No periods found.”
On success, you see “Period created successfully” in a notification.
Errors from the server are shown in a friendly message if creation fails.
Getting Started
Before using Period Setup, make sure:
You can log in to DizLog and access the Financials module.
Your user role has permission to view Accounting Setup and Period Setup.
Then:
Open the left navigation.
Go to Financials → Accounting Setup → Period Setup.
The Period Setup screen loads, showing either the existing periods or a “No periods found” message if you haven’t created any yet.
How to Use
1. Viewing existing periods
On the Period Setup page, look at the table with columns Fiscal Year, Period, Start Date, End Date, Status.
Each fiscal year appears as a bold row.
Click anywhere on a year row:
The arrow beside the year changes direction.
The periods for that year appear as extra rows below it.
For each period row you will see:
Period: month-to-month label such as “Nov 2025 – Nov 2025”.
Start Date / End Date: the exact calendar dates.
Status:
open (shown in green text)
closed (shown in red text)
Use this list to check which periods are still open before posting transactions or running period-end reports.
2. Creating a new period
On the right side above the table, click Add New Period.
A Create New Period window opens.
In the Period Start Date field, pick the first day of the new period using the date picker.
In the Period End Date field, pick the last day of the period.
Check the Status field:
It is filled automatically (for example OPEN) and cannot be edited here.
Closing of periods is handled later through Period Closing in Accounting Setup.
Click Save to create the period, or Cancel to close the window without saving.
What happens when you click Save:
The system checks that both dates are filled in. If not, it shows a message like “Please select both start and end dates.”
It checks that the start date is not after the end date. If it is, you see “Start date cannot be after end date.”
It loads existing periods and checks if the new date range overlaps any of them. If there is an overlap, it shows “Selected Dates are overlapping with existing periods.”
If everything is fine, the period is created with the given dates and status, and you see “Period created successfully.”
The list on the main Period Setup page automatically refreshes so you can see the new period grouped under the correct fiscal year.
3. How Period Setup connects with other modules
While Period Setup mainly defines the calendar structure, it is designed to be used together with other accounting modules:
Opening Balances (Accounting Setup → Manage Opening Balance)
You typically set up your periods before entering opening balances, so that each opening balance belongs to the correct financial period.
Period Closing (Accounting Setup → Period Closing)
After transactions are recorded for a period, you use Period Closing to mark that period as closed. Period Setup shows the result of that action in the Status column (for example, closed).
Period Reports (Accounting Reports → Period Reports)
Reports such as Period Status Report, Opening Balance Summary, Closing Journal Report, and Period Audit Log use the periods defined here to summarise and audit activity by period.
Financial Statements (Profit & Loss, Balance Sheet, Statement of Cash Flows)
These period-end reports are grouped under Period-end Reports in the sidebar and rely on your defined periods to ensure figures are generated for the correct date ranges.
By setting up periods carefully, you help ensure that all these related modules produce clean and consistent results.
Troubleshooting
“No periods found.”
What it means: You have not created any periods yet.
What to do: Click Add New Period and create at least one period for the current fiscal year.
“Please select both start and end dates.”
What it means: You tried to save a period without selecting both dates.
Fix:
Re-open the Create New Period window if needed.
Make sure both Period Start Date and Period End Date have values.
Click Save again.
“Start date cannot be after end date.”
What it means: The start date you selected is later than the end date.
Fix:
Adjust the dates so the start is earlier or equal to the end.
“Selected Dates are overlapping with existing periods.”
What it means: The new period’s date range overlaps with one of the periods already in the system.
Fix:
Check the table to see which periods already cover those dates.
Change your new period’s start or end dates so it fits in a gap between existing periods.
Save again.
“Failed to create period”
What it means: The system encountered an error while saving. Either the server responded with an error message or something unexpected happened.
Fix:
Read any message shown in the notification (for example, missing permissions or server issues).
Try again after a short time.
If the problem continues, contact your internal administrator or support team and let them know the exact error text.
By following this guide, you can set up and manage your financial periods in DizLog so that all accounting modules—Opening Balances, Period Closing, Period Reports, and your main financial statements—use a consistent, well-defined calendar.