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Mass Select Period to Process dialog

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Use the
Mass Select Period to Process
 window to advance multiple clients to a new processing period. Fixed Assets CS automatically recalculates the depreciation for each client as necessary.
To open this window, select
File
, then
Mass Select Period to Process
, select the tax year you want to close, and then select
Continue
.
note
Depending on your security configuration, you might be prompted to enter the master password before you can open the
Select Period to Process
 window.
note
Be sure to back up the client's data before closing to the next year.

Fields & buttons

Clients available to close
This list includes all clients of the selected entity type and whose latest tax year is the same year you selected. Select the clients you want to close and then choose
Select
.
note
To sort the client list, select the
Client ID
,
Name
, or
Entity
 column heading.
1040 / 1120 / 1065 / 1041 / Other
To limit the list clients that are available for selection in this window, clear the checkbox for each type of client that you don't want to include.
Event
This field displays the client status event used to focus the client list and the sorting criteria for the event. To change the client status event or sorting criteria, select
Modify
.
Modify button
Select this button to open the
Modify Event Focus
 window to change the client status event or sorting criteria in
Event
.

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