Turn on closing periods
You can turn on closing periods for your clients to prevent adjustments. It can affect staff in your office, your client's staff, or both.
- SelectSetup, thenClients.
- Select theAccounting Informationtab.
- Select a client, then mark theEnable close posting periods for Accounting CScheckbox in theProcessingsection. If you have Client Access turned on for this client, you'll also have theEnable close posting periods for Client Accessoption in theClient Access Processingsection.
You can also make this change for multiple clients at the same time.
- SelectEdit Multiple Clients, then mark theAccounting Informationcheckbox.
- SelectNext.
- Mark the checkbox for the clients you want to edit, then selectNext.
- Mark theEnable close posting periods for Accounting CScheckbox and/or theEnable close posting periods for Client Accesscheckbox and selectYesfor each client you mark.
- SelectFinish.
