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Version X - Growth Modules
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Version X - Allocations
FAQ: What is the quickest way to update public holidays in the Finance Portal?
Entering and editing public holidays can be a time-consuming task - however, there are a few tips and tricks that you can use to speed up the process markedly. You can use the following to speed the process up:
- Begin by selecting a single public holiday in the list on the Public Holidays screen:
This will bring up the Calendar view of the public holiday and provide further details and context:
- From this screen, use the 'Copy Holiday Calendar' option on the bottom-left portion on the screen to copy a previous years holidays to the current year for a given office:
This will copy all dates exactly so be wary that these will then to be edited only for that particular office.
- Next select one of the newly edited options per the above and bring up the Calendar screen - at this stage, assuming that holidays are not local, you can then copy them across to all other offices
- Lastly, it is best to add all local holidays separately - as these should ideally not be copied across to all offices as they will then need to be removed for unaffected offices