Skip to main content
Posting periods

Change the posting period

When you change posting periods, client data moves to the next processing period.
note
  • To change the posting period for a different client, close this dialog and select the desired client from any of the data-entry windows in which you can select a client, and then reopen this dialog.
  • You can change the Period frequency for the client on the 
    Accounting Information
     tab of the
    Clients
     screen.
  • Because the application saves year-end distribution options, you can move between prior years and the current year without manually closing each fiscal year.
  • Only equity accounts (those with a classification code of EQ assigned to it) are included in the drop-down list in the Account column.
Do the following to change a posting period:
  1. Select
    Actions
    , then
    Change Posting Period
    .
  2. Select the year you're changing the posting period for.
  3. Select a posting period. The list of periods are based on the period end dates defined in the
    Period End Dates
     screen.
  4. Go to the Close Posting Period section to select the posting period through which to close a client data to prevent adjustments from being made to those periods.
    note
    The Close Posting Period section is available only when the closed periods functionality has been enabled for Accounting CS by marking the
    Enable close posting periods for Accounting CS
     checkbox in the 
    Accounting Information
     tab of the
    Clients
     screen.
  5. Select
    OK
    .
  6. Mark the
    Carry forward tickmarks
     checkbox to copy all tickmarks associated with a general ledger account within the source period to the destination period.
  7. Select
    OK
    .
    note
    You won't be asked to carry forward tickmarks if you're already working in the destination period.

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients,Posting periods

Related Content