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Time and Expense

Enter time and expenses transactions in a future period

You might need to keep the current period open after the calendar has advanced to the next period so the current month's billing and A/R activities can be completed and the month-end reports run before advancing to the next period. However, staff members continue to enter their time and expenses based on the current calendar date, which means they may need to enter transactions dated in the next period. You can do this in Practice CS without affecting current period processing unless you want it to.
You use the same method to enter time and expense transactions, whether in a future or current period.
  1. Select
    Actions
     then
    Time & Expense Entry
    .
  2. Enter a
    Sheet date
     if there's no default value.
  3. Select
    OK
    .
  4. Enter transactions as you normally would.

This article applies to:

  • Product: Practice CS