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Set up client information

Change a client's processing frequency

After a client record has been set up and saved, you might need to change the client's processing frequency. To do this, take the following steps.
note
If any transactions have been entered for a client, the client's current period end date needs to be within the latest fiscal year (determined by the latest period end date) to change the period frequency.
  1. Select
    Setup
    Clients
    Accounting Information
     tab.
  2. Select the frequency from the
    Period frequency
     field.
  3. In the
    Update Period End Dates
     window, verify or enter the new period end dates for the years, then select
    OK
    .
  4. In the
    Map Posting Periods
     window, verify or map the original period end dates to the new period end dates so that the transactions remain linked to the correct periods. Select
    OK
     when all end dates have been mapped.
  5. The application updates the client's posting periods and the period end dates for the affected existing transactions. Select
    Enter
     to save the updated client record.
    important
    If there are transactions dated for prior years, you'll need to re-close each year by changing the period to the earliest year that has transactions. Select
    Actions
    , then
    Change Posting Period
     to change the posting period and bring the client forward to the current year.

This article applies to:

  • Product: Accounting CS Client Access
  • Subject: Posting periods