Year periods are used to record transactions within a time frame (ex. monthly). Using periods is optional.
1) Navigate to Programs > Period Manager > Close Current Period
2) The Current Period End Date and Next Period Start Date will auto-populate
3) The grid below will display any transactions that will be moved into the Current Year Period. This would include any items that have not been posted or were posted to a Future Year Period.
4) Click "Save" to proceed
Protip: Run a GL Bible, Trial Balance, and Cost Report for the Current Year Period to ensure account balances and transaction activity look correct. Address any discrepancies before closing the year period. Rerun reports to confirm the results.
Questions? Need more help?
Please email support at support@revolutiones.com or call 800-985-9238 M-F 7am-6pm (PST). If it's outside our business hours, we will get back to you as soon as we can.