System Options - Periods

This system options manual will explain to the user how and where to access and view the available debtor periods information. Here, the user can view the debtor period information, and/or print it in a specific document format. 

  • The contents of this user manual will consist of the following information:
    • Entity Setup sidebar panel
    • Periods button
    • Available Periods for selection table
    • Print Options
    • Exit button

  • Log in to the GoodX Desktop App as the Supervisor.
  • From the Navigator Double Click on the Options Module. 


  • The Authorization/Password Necessary screen will open. 


    • The second login process requires additional authorization to continue. The system requires confirmation from a user with Supervisor privileges. 
    • Complete your GoodX User Name and Password and click on OK to continue.

  • The main System Options screen will open.


  • Click on the System options button on the toolbar. 


  • The System Options Entity Setup screen will open.


  • Click on the Periods tab on the left side of the screen.

  • After clicking on the Periods button, the page will display the available periods for selection on the system. The user can have Active, Debtors Closed or Closed periods, and can also view the same details for the previous year.


    • The user can also use the scroll bar to the right to scroll up or down in order to view more selection periods.

Print Options:

  • After viewing the available periods for selection, the viewer may wish to have them printed in a certain column format. To do so, the user will click on the Print Options button:


  • After clicking on the Print Options button, the Specify Columns to Print screen will appear:


    • On this screen, the user can decide whether to print the colums with labels, contents, or both, by ticking the respective checkboxes, or right click on the List of Columns button, to check or uncheck all the tickboxes.


    • Right-click on List of Colums button, to check or uncheck all the tickboxes:


    • After selecting the appropriate column format, the user can click on the Next button. 


  • The columns will now be printed in the selected layout on a document format, and can now be downloaded, emailed, or printed out.


  • Exit button. If the user has viewed a period selection, and wishes to return to the main Desktop screen before the System options button, they will click the Exit button, and will proceed back to the main screen.




Last modified: Monday, 13 September 2021, 1:44 PM