Edit a company period

Edit a company period#

For: Manager | Admin You’ll need: An open period.

You’ll change a period’s name, type, or dates.

Open the period#

  1. Go to Company → Periods in the left sidebar.

  2. Click the row.

Make your changes#

  1. Update the ‘Name’, ‘Period type’, ‘Start date’, or ‘End date’.

  2. Click ‘Save’.

Warning

You can’t edit a closed period. To make changes, you’d need to reopen it — talk to support before doing that, since closed periods underpin payroll and audit reports.

Verify it worked#

A toast confirms the save and the row in the list reflects your changes.