We moved!
Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!
Use the Map Posting Periods dialog or the Map Transactions and Balances dialog to verify or map existing period end dates to new period end dates when changing a client's processing frequency. This ensures that transactions remain linked to the correct periods.
This dialog opens automatically when you click OK in the Period End Dates dialog.
After all periods have been mapped or verified, you must save the client record for the updated frequency and period end dates to take effect.
Fields & buttons
Was this article helpful?
Thank you for the feedback!