Additional details: Transaction date defaults posting period for clients

Alerts and notices

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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