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 Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

You can set up Workpapers 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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