cats:procedures:accounting:accountingsetup

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cats:procedures:accounting:accountingsetup [2019/05/07 15:01] – jencats:procedures:accounting:accountingsetup [2019/05/07 17:09] (current) – amanda
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 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 example |  {{:cats:procedures:accounting:accountingsetup_allforwardoneyear.png?|}}++\\ +++Click here to see an example | {{:cats:procedures:accounting:accountingsetup_allforwardoneyear.png|}}++\\ 
 **All back One Year**\\  **All back One Year**\\ 
-++Click here to see example | {{:cats:procedures:accounting:accountingsetup_allbackoneyear.png?|}}++\\ +++Click here to see example | {{:cats:procedures:accounting:accountingsetup_allbackoneyear.png|}}++\\ 
 **Sequential by Month** **Sequential by Month**
-\\ ++Click here to see example | {{:cats:procedures:accounting:accountingsetup_sequencbymonth.png?|}}++\\ +\\ ++Click here to see example | {{:cats:procedures:accounting:accountingsetup_sequencbymonth.png|}}++\\ 
  
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  • Last modified: 2019/05/07 16:47
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