FAQs

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:

  1. 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:
  2. 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. 
  3. 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
  4. 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