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If you want a document type to always use the default period set in your Financial Year Group settings, follow the steps below:
- Search for Document Types using the left‑hand search bar.
- Open the document type you want to update (for example, Multi‑Co Sale).
- Click Edit.
- Change the Period Calculation Method to Financial year group, default period.
- Click Save.
From that point forward, this document type will automatically use the financial year’s default period.
Customer search terms
Defaulting the period
Document period default
Period default
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