Verified BursaPay finance workflow: Explains how financial periods are created and the date rule enforced by the model and form.
1. Overview & Purpose
Financial periods have a name, start_date, end_date, created_by and open/closed state; end_date must be after start_date and creation is Superadmin-only.
2. Requirements & Setup
Only a Superadmin may create a new period.
3. Step-by-Step Workflow
- Open the relevant BursaPay finance dashboard workflow.
- Review the required state, filters, dates or records.
- Complete the permitted finance action or inspection.
- Verify the resulting state and audit trail.
4. Rules & Troubleshooting
An invalid date range is rejected at validation time instead of creating a malformed period.
5. Verification & Next Steps
Verify the period dates before using the period for closing and reporting.