How-to Guide
Create Custom Periods
How to set up custom reconciliation periods in RecHound for non-standard date ranges — weekly, quarterly, or any other cycle.
Open Company Settings
From the main RecHound dashboard, click the settings icon or navigate to your company settings. Select the Periods section from the left-hand menu.
View existing periods
You'll see a list of all periods currently configured for your organisation. By default, RecHound creates monthly periods aligned to your Xero financial year. Custom periods can be added alongside these.
Click Add Custom Period
Click the Add Custom Period button to create a new period. A dialog will appear prompting you to enter the period's details.
Set the period name
Give your custom period a clear, descriptive name — for example 'Q1 FY26' or 'Week 1 — July'. This name will appear in all reconciliation views and reports.
Set the start and end dates
Enter the start date and end date for the period. The period can span any date range — days, weeks, or months. RecHound will pull Xero transaction data for that specific date range.
Save the period
Click Save. The custom period is immediately available in the period selector on your Rec HQ dashboard. You can switch to it at any time to view and manage reconciliations for that date range.
Reconcile within the custom period
Select the custom period from the period dropdown on your balance sheet view. All transaction data and account balances shown will reflect the custom period's date range. Reconciliation actions (clearing, approvals, locking) apply only to this period.