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This article applies to:

  • Product: Accounting CS Client Access
  • Subject: Posting periods

Change a client's processing frequency

Verify the client's current-period end date, update frequency, then map end dates. Save changes, adjusting prior years' transactions as needed to maintain accuracy.
After a client record has been set up and saved, you might need to change the client's processing frequency. To do this, take the following steps.
note
To change the period frequency, a client's current-period end date needs to be within the latest fiscal year if transactions have been entered.
  1. Select
    Setup
    Clients
    Accounting Information
     tab.
  2. Select the frequency from the
    Period frequency
     field.
  3. In the
    Update Period End Dates
     window, verify or enter the new period end dates for the years, then select
    OK
    .
  4. In the
    Map Posting Periods
     window, verify or map the original period end dates to the new period end dates so that the transactions remain linked to the correct periods. Select
    OK
     when all end dates have been mapped.
  5. The application updates the client's posting periods and the period end dates for the affected existing transactions. Select
    Enter
     to save the updated client record.
    important
    • If there are transactions dated for prior years, re-close each year by changing the period to the earliest year that has transactions. Select
      Actions
      , then
      Change Posting Period
       to change the posting period and bring the client forward to the current year.
    • Be careful changing from longer to shorter frequencies, as this typically leaves transactions in the incorrect period.
      • For example, changing a December year-end client from
        Quarterly
         (March, June, September, & December) to
        Monthly
         leaves January and February transactions in the March 31 period.
    • If you need to, you can move entire months of transactions to the correct period.

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