CREATIVE SOLUTIONS ACCOUNTING
Warning
Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
The Revert to Previous Month command on the Help menu is accessible only if the current payroll period is set to the latest payroll period and no printed, handwritten, or void vendor or payroll check records have been recorded for that month.
Choose Help > Revert to Previous Month.
Notes
- This command enables you to revert to a prior month in the current calendar year only. It does not enable you to revert from January of the current year to December of the prior year.
- Prior to the 2006.x.x release of the application, the Revert to Previous Month dialog provided the only way to revert to a prior month. The Select Period to Process [File menu] dialog now offers an alternate method of reverting to a previous month. For more information and an example, see the Reverting to a prior payroll period procedure.
Special information
Example: Suppose that you have advanced the payroll period to June and created and printed payroll and vendor checks. Later, you discover that you need to go back to May to enter and print new vendor or payroll checks for May. Once printed or handwritten checks exist in the June payroll period, the application treats May as a prior period and so it will not allow any unprinted checks to be recorded for May unless you revert to the prior period.
To revert to a prior period for continued check processing in that period using the Revert to Previous Month dialog:
- Determine the latest payroll period for the client by choosing File > Client Properties and then clicking the Payroll tab. Note the date shown in the Latest period ending date field.
- Choose File > Move to Selected Period. In the Select Payroll Period to Process dialog, highlight the period matching the Latest period ending date field and then click the Move to Selected Period button.
- If any printed, handwritten, or void vendor or payroll check records exist in the latest period (or any payroll period between the latest and the one you want to revert to), they must be deleted before you can revert.
- If no printed, handwritten, or void vendor or payroll check records exist in the latest payroll period, choose Help > Revert to Previous Month.
- The application will prompt you to confirm that you wish to revert to the previous month. To proceed, choose Yes.
Related topics
Select Period to Process [File menu]
Reverting to a prior payroll period
Frequently Asked Questions (Payroll CS)
Was this article helpful?
Thank you for the feedback!