Period End Menu

The Period End menu contains commands used to perform periodic maintenance on certain files and fields of information. This includes clearing the Revenue Master Accumulated Receipts MTD on a monthly basis, redistributing expenses as necessary and clearing the appropriate vendor fields at the end of the calendar year.

Directions:

To open the Period End menu, click the following sequence:
Utilities from the Menu Bar; and Period End.
Keyboard shortcut: [ALT] [t] [p]
The table below describes the available options.

Period End Menu Items
Revenue Month End Clear	Clears the Accumulated Receipts MTD field for Revenue accounts. Keyboard shortcut: [ALT] [t] [p] [m]
Vendor Calendar Clear	Clears the Calendar Paid YTD field and all YTD 1099 fields for all vendors. Keyboard shortcut: [ALT] [t] [p] [c]
Expense Redistribution	Redistributes expenses from the controlling company to other companies as needed; usually at month end. Keyboard shortcut: [ALT] [t] [p] [r]