Change the posting period

When you change posting periods, client data moves to the next processing period.
Select a client, then follow these steps.
  1. Select
    Actions
    , then
    Change Posting Period
    .
  2. Select the year you're changing the posting period for.
  3. Select a posting period.
  4. Select
    OK
    .
  5. Mark the
    Carry forward tickmarks
    checkbox to copy all tickmarks associated with a general ledger account within the source period to the destination period.
  6. Select
    OK
    .
    You won't be asked to carry forward tickmarks if you're already working in the destination period.

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