Isolating a period creates a separate folder of data that preserves the state of the data as of the date of isolation. This allows users to review the accounting, traffic, and invoice information as it was on a specific date. Isolated areas are also essential for closing the accounting year and providing accurate end of month numbers.
A few tips about isolations:
To isolate a period, go to Maintenance > General Maintenance > Account Update > Isolate a Period.
The current list of periods available to isolate will be displayed. Select the period to isolate and ensure that, for new isolations, the setup is as shown in the image below.
Then choose Apply to continue.
If there are any pending (unposted) invoices for the current or previous periods, CATS will display a list. Select HTML > Open in Browser to print the list of invoices or Exit to proceed.
CATS will ask you if you wish to continue. Select Yes to continue with the isolation process or No to leave the process and either delete or post the invoices.
You will need to choose where to print the isolation progress report. Pick an output to continue.
If you choose Yes, CATS will ask when you want to begin the isolation. Select Start Now to begin the isolation procedure.
As files are copied to the isolation, the progress will be displayed in the upper-right corner of the screen.
When CATS has finished with the isolation, you will see a notification in the top-right of the screen that declares the isolation is finished. To close this message and return to the isolated area, click the mouse or press any keyboard key.
You will now be in the isolated area. You can identify if you are in an isolated area by looking at the message in the top-right of the screen, which identifies the name of the area you are in.
Occasionally, you may need to re-isolate a period you have previously captured in an isolation. CATS allows you to do so, with a limited scope. Choose Re-Isolate and then Apply to continue.
To pull newly entered transactions with dates from a previous month into an existing isolated area, you must first determine what type of information you wish to capture. Begin the isolation process as described above, but you will need to change the Scope of the isolation.
Options for Scope of the Re-isolation:
Depending on what you choose, CATS will copy certain files into the isolated area.
Here is the typical setup we recommend for re-isolating a period, barring the scope as discussed above.
When the selections are correct, follow the steps above to continue with the re-isolation.
You can also choose to create a new isolated area for a period that has already been isolated. CATS will prompt you to do this if you choose Scope: Complete. If you want to move the existing isolation to a new folder, you can do so by choosing Yes.
This will allow you to create multiple independent copies of your isolation data for different purposes.