Configuring Systematic Accounting Period

Systematic Accounting Period enhances your ability to tie pay and bill data together based on when costs are incurred and revenue is recognized. This feature allows you to create working lists to filter and action upon charges based on a specified accounting period. The Accounting Period is available for reporting in Canvas and Data Replication. Bullhorn automatically assigns an Accounting Period to every Payable and Billable transaction that is added to the system based on your configuration. Additional UI components also assist in filtering and sorting your data based on the Accounting Period.

Use the steps below to configure Systematic Accounting Period for your corporation. Any changes to this setting are not retroactive.

Configuring the Accounting Period Settings

1. From the Bullhorn Menu in ATS, click Pay & Bill Settings.
2. Scroll down to the Accounting Period Day field.


When you fill out one of the fields linked to Systematic Accounting Period, they all become required.

3. Fill out the following fields:
   • Accounting Period Day: The single day of the week that will be automatically stamped on every transaction and charge coming into the system, despite the week end date. This setting is applicable to your entire corporation.
   • Timezone Lookup: The timezone that the Roll Forward Day and Time will be based on when assigning an Accounting Period Date to transactions.
   • Roll Forward Day and Time: This setting determines if the transactions should be assigned an Accounting Period Date of the week worked or if it should roll forward to the following week's Accounting Period Date. Set for when you aim to finish payroll.
     
4. Click Save.

Configuring Field Maps

1. From the Bullhorn Menu in ATS, click Field Maps.
2. Open Bill Transaction.
3. Search for the accountingPeriodID field.
4. Deselect the Hidden checkbox.
5. Next, open Pay Transaction.
6. Search for the accountingPeriodID field.
7. Deselect the Hidden checkbox.
8. Click Save.