Selecting a future GL period to process/Moving to the next period

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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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There are two methods for moving to a future period. The first applies only to transaction entry. The other method actually advances you to the future period.

  1. To move to a future period, choose File > Select Period to Process.

    If the active client is using more than just the General Ledger module, you will be prompted to advance just the GL period, just the payroll period, or both.

  2. In the Select General Ledger Period to Process dialog, highlight the period that you want to move to (or simply click the Move to Next Period button). If you need to move to a period in a subsequent year, you must close to the next year.
  3. Click the Move to Selected Period button.
  4. Make the necessary entries just as you would in the current period.
  5. If you need to move back to a previous period, choose File > Select Period to Process and highlight the period in the list that you want to return to. If you need to move back to a previous year, follow the procedure for moving to a previous period.
  6. Click Move to Selected Period.

See also: Selecting the GL period to process

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