Additional details: Transaction date defaults posting period for clients

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

You can set up Accounting CS to update the posting period for a transaction based on the transaction date. If you do not mark this checkbox, the application uses the current posting period as the default when you enter a transaction. If you mark the checkbox, the application uses the posting period in which the transaction date falls as the default in all data entry screens.

To enable this option, choose Setup > Clients and select the appropriate client in the client selection field. Click the Accounting Information tab and mark the Transaction date defaults posting period checkbox.


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