A/R Period End Processing

 

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Perform Period-End and Year-End Processing

Overview

 

 

 

Fields

 

 

 

 

Related Topics

 

 

A/R Period End Reports

Accounts Receivable Sales Tax Report

Period End Report Selection

Accounts Receivable Options

Period End Report Listing

A/R Period-End and Year-End Processing Checklist

Complete Period End Processing

System FAQs

 

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Select Accounts Receivable Period End menu > Period End Processing.

Overview

Use Period End Processing to automatically perform either period-end or year-end processing based on the period entered at the Current Period field in Accounts Receivable Options.

Period End Processing allows you to close the current period and increment the accounting period forward to the next period. Period-end processing is usually performed at the end of each accounting period. Year-end processing takes place automatically when period-end processing is performed for the last period of the fiscal year.

Note Fields in Accounts Receivable Options are used to determine the current accounting period and number of years to retain customer sales history, salesperson history, and cash receipts history after year-end processing.

The following occurs during period-end or year-end:

If you have not already printed period-end reports, you can do so during period-end processing. Alternately, you can select and print period-end reports without accessing Period End Processing by using Period End Report Selection.

Warning Backing up your data is an important part of your daily and monthly procedures. Back up all Accounts Receivable data before proceeding.

Fields

 

Print Period End Reports