Calendars

Use the calendars feature to set calendars for your organization. You can set bank days, work days, and holidays.

  1. Select Administrator > Set Up > Prerequisites > Calendars.
  2. Specify this information:
    Enterprise Group
    Select an enterprise group.
    System Calendar
    Specify a system calendar.
  3. Click Save.
  4. To add dates to the calendar, follow these steps:
    1. Right-click the calendar and select Create Dates.
    2. Specify this information:
      From Year
      Select a year and click Apply.
      To Year
      Optionally, select a year and click Apply.
      Work Day
      Select the days of the week that are work days.
      Bank Day
      Select the days of the week that are bank days.
    3. Click Submit.
  5. To add holidays to the calendar, follow these steps:
    1. Right-click the calendar and select Open.
    2. In the Dates section, right-click a date and select Update.
    3. Select the Holiday check box.
    4. Clear the Work check box.
    5. Optionally, in the Holiday Text field, specify a name or description for the holiday.
    6. Click Save.