CATS allows the user to define a monthly period. The periods are used when Isolating a period and for the Accounting Recalculation, which accumulates the end-of-month totals for the G/L. Go to Maintenance > General Maintenance> Account Update > Setup

Menu access for accounting setup

Periods 1 thru 12 can be changed to the date needed. If the accounting periods are changed then the accounting recalculation must be done to accumulate the correct amounts for each period. Periods 13 through 18 cannot be changed.

Accounting setup

Adjust Periods:
All Forward One Year - Moves the currently entered period forward by one year, e.g., 01/31/2019 would become 01/31/2020.
Click here to see an example
All back One Year
Click here to see example
Sequential by Month
Click here to see example

Press Save to continue, or Cancel to cancel changes.

First Day of the Year - First day of your accounting year.
Freeze Contracts After X Years - This prevents posting to old contracts. You may set the number of years.
Last System Update - A password will be required to post an item that is earlier than or the same as the last update date.
Date of Isolation - A date appears when you are in an isolated area.

Press Save to continue, or Cancel to cancel changes.

  • cats/procedures/accounting/accountingsetup.txt
  • Last modified: 2019/05/07 17:09
  • by amanda