cats:procedures:accounting:accountingsetup

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision		 Previous revision
cats:procedures:accounting:accountingsetup [2019/05/02 14:14] – jencats:procedures:accounting:accountingsetup [2019/05/07 17:09] (current) – amanda
Line 3: Line 3:
 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.  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** Go to **Maintenance > General Maintenance> Account Update > Setup**
-[{{:cats:procedures:accounting:accountingsetup_menuaccess.png?|Menu access for accounting setup}}]+[{{:cats:procedures:accounting:accountingsetup_menuaccess.png|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.  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. 
  
-[{{:cats:procedures:accounting:accountingsetup_accountingperiods.png?|Accounting setup}}]+[{{:cats:procedures:accounting:accountingsetup_accountingperiods.png|Accounting setup}}]
  
-Adjust Periods:\\   +**Adjust Periods:**\\   
-**All Forward One Year**\\ +**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 | {{:cats:procedures:accounting:accountingsetup_allforwardoneyear.png|}}++\\ 
 **All back One Year**\\  **All back One Year**\\ 
-**Sequential by Month**\\ +++Click here to see example | {{:cats:procedures:accounting:accountingsetup_allbackoneyear.png|}}++\\  
 +**Sequential by Month** 
 +\\ ++Click here to see example | {{:cats:procedures:accounting:accountingsetup_sequencbymonth.png|}}++\\ 
  
 Press **Save** to continue, or **Cancel** to cancel changes. Press **Save** to continue, or **Cancel** to cancel changes.
 [{{:cats:procedures:accounting:accountingsetup_accountingperiods_001.png?|}}] [{{:cats:procedures:accounting:accountingsetup_accountingperiods_001.png?|}}]
  
-First Day of the Year - First day of your accounting year.\\  +**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.\\ +**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. \\ +**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.\\  +**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.1556806476.txt.gz
  • Last modified: 2019/05/02 14:14
  • by jen