Map Posting Periods dialog or Map Transactions and Balances dialog

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Use the Map Posting Periods dialog or the Map Transactions and Balances dialog to verify or map existing period end dates to new period end dates when changing a client's processing frequency. This ensures that transactions remain linked to the correct periods.

This dialog opens automatically when you click OK in the Period End Dates dialog.

After all periods have been mapped or verified, you must save the client record for the updated frequency and period end dates to take effect.

Fields & buttons

Use the arrows to select the year for which to map the posting period end dates.

For each period end date in the grid that needs to be updated, select the new period end date from the drop-down list.

Related topics

Changing a client's processing frequency

Period End Dates dialog

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