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Report

Print monthly reports from a prior year

Follow these steps to print monthly reports for a client that has been closed forward to a new year.
  1. Open the client.
  2. Select
    File
    ,
    Save As
    , enter a unique name such as COPY[Client ID], and select
    Save
    . This creates and opens a copy of the client.
  3. Select
    File
    , then
    Close Client
    .
  4. Select
    Help
    , then
    Repair
    .
  5. Select the copied client.
  6. Select
    Decompress Client
    .
  7. Select
    Delete most recent year end files
    , then select
    Yes
     to delete the most recent year-end files. (For example, deleting all .L18 files deletes the 2018 year end.)
  8. If necessary, repeat the previous step until you’ve deleted all files for years following the period to print monthly reports for. (For example, if you want to print monthly reports for 2019, you need to delete year-end files for 2021 and 2020.)
  9. Select
    Done
     twice.
  10. Open the copied client to print monthly reports for.
  11. If the client isn't currently set for a monthly calculation period, select
    File
     and then
    Client Properties
    , select the
    Monthly
     option in the Calc period tab, and select
    OK
    .
  12. Select
    File
    , then select period to process.
  13. Select January, or the first month of the year in a fiscal year end client, from the list and select
    Move to Selected Period
    .
  14. Select
    File
    , then select
    period to process
    .
  15. Select the month you need the report for and select
    Move to Selected Period
    .
  16. Select
    File
    , then
    Print
     and print the desired reports.
  17. When you're finished printing reports, close the client, then select
    File
    , then
    Delete
     and delete the copied client.
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