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!

When you change a client's fiscal year end date, you need to specify additional information.

1. Choose Setup > Clients and click the Accounting Information tab.
2. Click the Edit button to edit the client record.
3. In the Current fiscal year end date field, enter or select the appropriate date.

   Note: This field is greyed out if the Current Posting Period for the client is not in the latest year.

4. The application displays a prompt recommending that you close each year from the first year of activity (after you finish changing the fiscal year end date). Click Yes to continue.
5. When you move to the next field, the application opens the Period End Dates dialog. Modify any dates as appropriate, and then click OK.
6. The application opens the Map Transactions and Balances dialog. To preview the posting periods for another year, select the year from the Year field.
7. Click OK.
8. In the Clients screen, click Enter to save the client record.
9. Click the Edit button to modify the client record again.
10. Move the client's posting period back to the first year with activity, and then close each year up to the current year.

Was this article helpful?

Yes No

Submit