Selecting a previous GL period to process

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

  1. Choose File > Select Period to Process.

    If the active client is using more than just the General Ledger module, you will be prompted to choose whether to change just GL period, just the payroll period, or both. Mark the appropriate option and click OK.

  2. In the Select General Ledger Period to Process dialog, highlight the period that you want to process. To select a period in a prior year, highlight the period at the top of the list, which should be the last period in the previous year.
  3. Click the Move to Selected Period button.
  4. If you need to move to a period more than one year back, repeat the steps above as many times as necessary to get to the appropriate period. You may only go back for as many years as you have saved transactions in the General Ledger tab of the File > Client Properties dialog. Make any necessary entries just as you would in the current period.
  5. When you are ready to move back to the current period, choose File > Select Period to Process and highlight the period in the list that you want to return to. If you are in a previous year, highlight the last period for the year and follow the procedure for closing to the next year.
  6. Click the Move to Selected Period button.

See also: Selecting the GL period to process

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