Change a client's calculation period

Select
File
, then Client Properties
.

On the Calc Period
tab, choose a period.

Annual

Quarterly

Monthly

note

You can change the calculation period at any time and don't have to recalculate the assets.

If you chose Quarterly
or Monthly
, to print reports for a particular quarter or month:

Select File
, then Select Period to Process
.

Move to the 1st quarter or month.

Move to the period you want to print.

note

You'll need to move to the 1st quarter or month to ensure proper calculations.

Once in the proper period, select File
, then Print
.

To move back to the current period, select File
, Select Period to Process
, then move back to the current period.

Solutions