Skip to main content
Posting periods

Change the fiscal year end for a client

If you have the
Enable close posting periods
 option turned on, your clients won't be able to make adjustments outside of the current fiscal year. You'll have to change the fiscal year before they can make adjustments.
  1. Select
    Setup
     then
    Clients
    .
  2. Select the
    Accounting Information
     tab, then
    Edit
    .
  3. Enter a date in the
    Current fiscal year end date
     field.
    You won't be able to enter a date if your client isn't in the latest year.
  4. Select
    Yes
     if you're prompted to close previous years.
  5. Enter new
    Period End Dates
     if you need to change them, then select
    OK
    .
  6. Select a
    Year
     to preview posting periods for different years, or select
    OK
     to continue.
  7. Select
    Enter
     to save your changes.
    The application won't recalculate beginning balances until you close prior years again.
  8. Select
    Edit
    .
  9. Move the client's posting period back to the 1st year with activity, then close each year until you reach the current year.

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients,Setup,Trial balance

Related Content