Skip to main content

Accounting Transactions: Adjust transaction batch period when year-end is done in billing only

Information on changing batch periods for posted transactions and correcting batch periods after year-end in the Billing module

Updated over a month ago

To change the period in the batch, please follow the steps provided below:

  1. Open Journals, Transaction File Maintenance, Search Transactions.

  2. Look for the transaction batch number and reference number and edit the transaction period number.

  3. To change all periods of transactions in the same batch, go to Administration, Administrative Tools, Tools.

  4. Select Change Period of Whole Batch.

  5. Fill up Change to Period for Bperiod, Vperiod and Fperiod to the correct period no.

  6. Click OK to make the changes.

Related Articles
Accounting EOY: Year-end closing process
Accounting Transactions: Move transactions
Accounting Transactions: Deleting a batch
Accounting EOY: Starting new year transactions when the audit year-end is incomplete
Accounting Transactions: Adjust transaction batch period when year-end is done in billing only
Did this answer your question?