Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Screens

Select Period to Process dialog

Use the
Select Period to Process
 window to enter or examine data for a different processing period or to roll forward to a new processing period. You may select any prior, current, or future period for the open client. Fixed Assets CS automatically recalculates the depreciation as necessary.
To open this window, select
File
, then
Select Period to Process
.
The options available in the Processing Period List depend on the open client's calculation period (annual, quarterly, or monthly), as specified in the
File
, then
Client Properties
 window. If you were to change the client's calculation period in that window, you would immediately see the change reflected in the
File
, then
Select Period to Process
 window.
Note that the procedure to change processing periods for a yearly client differs from that for a monthly or quarterly client.

Fields & buttons

The options available in this list depend on the open client's calculation period (annual, quarterly, or monthly), as specified in the
File
, then
Client Properties
 window. If you were to change the client's calculation period in that window, you would immediately see the change reflected in this pane for the current year.
  • For a quarterly- or monthly-period client, only the current-year periods are listed.
  • To change to a different period, select the period you want to move to and then select
    Move to Selected Period
    .
  • To close to a new year, select the last period shown for the current (unclosed) year and then select
    Close to Next Year (or Close to Next Period)
    .
The name of this button varies depending on whether the client is quarterly, monthly, or yearly.
  • The name of this button will be
    Close to Next Period
     for quarterly or monthly clients who are not in the last period of their fiscal year.
  • The name of this button will be
    Close to Next Year
     for yearly clients and quarterly or monthly clients who are in the last period of their fiscal year.
Moves you to the highlighted period without closing any period so that you may examine or modify the client's data. (The application prompts you to verify the date to which you are moving.)
This button is available only if a period
other than the current period
 is selected.
In the
Setup
,
System Configuration
,
Connect + Options
 tab, use this field to enter a number (2 - 10) to specify the maximum years' data to be retained on your hard disk for all clients. This range includes the client's current-year data files plus any prior-year data files. When the client closes to the next year, data older than the number of years shown in this field (minus one for the current year's data files) will be erased from your hard drive as you close to the next year.

This article applies to:

Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close