How To: Create or Modify a Custom Period in CMS
Define Custom Periods to forecast activity beyond the fiscal year period for non-sponsored accounts or beyond the active installment period for sponsored accounts.
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Step 1 – Log in to CMS
Step 2 – From the Account Balances screen, search and select the account (PTA) for which you want to create a Custom Period
Step 3 – From the Account Overview screen, add or edit a Custom Period
What's Next?
- Use custom periods to generate reports showing activity beyond the fiscal year period for non-sponsored accounts or beyond the active installment period for sponsored accounts.
