Change the posting period

When you change posting periods, client data moves to the next processing period.
Do the following to change a posting period:
  1. Select
    Actions
    , then
    Change Posting Period
    .
  2. Select the year you're changing the posting period for.
  3. Select a posting period. The list of periods are based on the period end dates defined in the
    Period End Dates
    screen.
  4. Go to the Close Posting Period section to select the posting period through which to close a client data to prevent adjustments from being made to those periods.
  5. Select
    OK
    .
  6. Mark the
    Carry forward tickmarks
    checkbox to copy all tickmarks associated with a general ledger account within the source period to the destination period.
  7. Select
    OK
    .

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