How to automatically roll forward default periods per ledger?

This article covers automatically rolling forward the default posting period for the Sales Ledger, Purchase Ledger and Nominal Ledger in iplicit. This builds on setting default periods manually - see 'How to set default posting periods for the Sales Ledger and Purchase Ledger' - by moving each ledger's default period forward on its own schedule, without manual intervention each period-end.

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Before you start

Auto roll forward relies on the 'Run Period end' scheduler being enabled and scheduled to run. If it isn't running, the auto roll forward settings have no effect, regardless of how they're configured.

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Setting up auto roll forward per ledger

1. Navigate to the relevant Financial Year Group and select the 'Setup' tab
2. Under 'Period end transition', enable 'Auto roll forward' for the Nominal Ledger, and set the 'Delay (days)' field if you want the rollover delayed after period-end rather than immediate
3. Enable 'Auto roll forward (S/L)' for the Sales Ledger, with its own 'Delay (days)' field
4. Enable 'Auto roll forward (P/L)' for the Purchase Ledger, with its own 'Delay (days)' field
5. Enable 'Auto open current period' if new periods should open automatically alongside the rollover

Each ledger rolls forward independently, so the Sales Ledger and Purchase Ledger can move on different days from the Nominal Ledger.

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Enabling the Run Period end scheduler

Auto roll forward doesn't move periods forward by itself - it's carried out by the 'Run Period end' scheduler, which checks the current date each time it runs and decides whether the default periods should move forward.

1. Navigate to the Scheduler screen and locate 'Run Period end'
2. Select 'Edit'
3. Set the 'Execution pattern' to run once a day, in the early hours of the morning
4. Save your changes

Running this daily means period rollover is checked and applied automatically each day, rather than only when someone remembers to move it manually.

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Things to know

• The scheduler must be scheduled and running for auto roll forward to take effect. Enabling the roll forward settings alone does nothing
• Delay days postpone the rollover after period-end, rather than bringing it forward early
• This affects default periods only. It doesn't close any period - see 'Can I close the Sales Ledger or Purchase Ledger separately from the Nominal Ledger' for how closure works.