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Trial balance

Turn on closing periods

You can turn on closing periods for your clients to prevent adjustments. It can affect staff in your office, your client's staff, or both.
  1. Select
    Setup
    , then
    Clients
    .
  2. Select the
    Accounting Information
     tab.
  3. Select a client, then mark the
    Enable close posting periods for Accounting CS
     checkbox in the
    Processing
     section. If you have Client Access turned on for this client, you'll also have the
    Enable close posting periods for Client Access
     option in the
    Client Access Processing
     section.
You can also make this change for multiple clients at the same time.
  1. Select
    Edit Multiple Clients
    , then mark the
    Accounting Information
     checkbox.
  2. Select
    Next
    .
  3. Mark the checkbox for the clients you want to edit, then select
    Next
    .
  4. Mark the
    Enable close posting periods for Accounting CS
     checkbox and/or the
    Enable close posting periods for Client Access
     checkbox and select
    Yes
     for each client you mark.
  5. Select
    Finish
    .

This article applies to:

  • Product: Accounting CS
  • Subject: Clients, Setup
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