Differences

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

--- cats:procedures:accounting:isolateperiod [2019/05/09 14:51] – jen
+++ cats:procedures:accounting:isolateperiod [2024/02/05 17:02] (current) – amanda
@@ Line 1: / Line 1: @@
 =====Isolating a Period in CATS=====
+{{entry>0;Isolating a period;-}}
 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.
@@ Line 12: / Line 13: @@
 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.
-  * **Isolate period** - Use the drop down to choose the period you want to isolate.
+  * **Isolate period** - Use the drop down to choose the period you want to isolate.\\ ++Click here for example |
-[{{:cats:procedures:accounting:isolateperiod_selectperiod.png?|Choose the period to isolate.}}]
+{{:cats:procedures:accounting:isolateperiod_selectperiod.png?|Choose the period to isolate.}}++
   * **Isolate as of** - This date will be the date of the isolate period.
   * **Isolation scope** - Complete
@@ Line 50: / Line 51: @@
 ====Re-Isolation====
-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.
+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.
+[{{:cats:procedures:accounting:isolateperiod_reisolate.png|Re isolate a period}}]
 <note tip>Accounting transactions and invoices can be entered into the current area and CATS can pull back-dated items into an isolation via re-isolation.</note>
@@ Line 76: / Line 77: @@
 [{{:cats:procedures:closeyear:isolateperiod_newisolation.png|Create new Isolation and copy old.}}]
-This will allow you to keep two separate sets of data for one area.
+This will allow you to create multiple independent copies of your isolation data for different purposes.
-<note tip>
-If you attempt to isolate a period that has already been isolated, you will see the following warning.
+====Working in Isolated Periods====
-[{{:cats:procedures:closeyear:isolateperiod_periodexistspickreisolate.png|Isolation exists choose re-isolate instead.}}]</note>
+You may need to print reports or access data from the isolated areas, or change information in the isolated area. You can do so from the isolated area.
+<note important>Changes made in isolated areas only affect that area, not the current area or other isolated periods.</note>
+To work in the isolated area, go to **File** > **New Area**.
+[{{:cats:procedures:accounting:isolatedarea_filenewareamenu.png|Select File and New Area to enter the isolated area.}}]
+Next, select ''Isolated Period'' from the list to see the list of periods.
+[{{:cats:procedures:accounting:isolatedarea_pickfromchooser.png|Select Isolated Period to see the list of periods.}}]
+Finally, choose an isolated area to enter. The latest ones will be on the bottom.
+[{{:cats:procedures:accounting:islolatedarea_selectarea.png|Choose a period by name to enter and work in that period.}}]
+<note>You may need to enter your password to enter the isolated area and leave it for the current area.</note>
+While in the area, a message will display in the top right to warn you that you are working in an isolated period and your changes will NOT be saved to the current area.
+[{{:cats:procedures:accounting:isolatedarea_isolatedareawarningsticker.png|The sticker in the top right tells you what area you are working in.}}]
+<note tip>Click on the warning sticker to move it to a different corner of the screen.</note>
+[{{:cats:procedures:accounting:isolatedarea_movewarningsticker.png|Click on the warning note to move it around the screen.}}]
+To return to the current area, go to **File** > **New Area** and select the main area for your company. You can also simply Exit CATS and log back in and you will be working in the current area.
+===Reindexing the Isolated Area===
+After receiving a CATS update or while working in an older isolated area, you may receive a message that the structure in that area needs updating. This simply means that some files have changed some element of their database - added or deleted a field, changed lengths of fields, etc. We highly recommend reindexing to allow access to all features of CATS in the isolated area.
+This can be done very easily by following the prompts on screen.
+Select **Yes** when prompted by the warning.
+[{{:cats:procedures:accounting:isolatedarea_structurewarning.png|Select Yes when prompted to change the structure.}}]
+Leave the settings exactly as they are, and pick Reindex.
+[{{:cats:procedures:accounting:isolatedarea_reindexchoices.png|Leave the settings and pick Reindex.}}]
+You may be prompted to choose the file location. Leave it as the default area and pick Continue.
+[{{:cats:procedures:accounting:isolatedarea_reindexfilelocation.png|Leave your default file location and pick Continue.}}]
+Select Yes when asked to confirm reindexing all files.
+[{{:cats:procedures:accounting:isolatedarea_reindexstructureallyesno.png|Select yes to confirm and reindex all files.}}]
+A progress report will show on screen. It will close when finished and you will be in the isolated area.
+[{{:cats:procedures:accounting:isolatedarea_reindexingprogress.png|Progress report for reindexing process.}}]
+The isolated area will pop up and you can work as usual. [{{:cats:procedures:accounting:isolatedarea_isolatedareawarningsticker.png|The isolated area will be open now.}}]
+This process only needs to be done when prompted.