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Set up your client

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.
  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.

This article applies to:

  • Product: Workpapers CS
  • Subject: Posting periods