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Posting transactions to another period

Owned by Hilary Hawkins (Deactivated)
Last updated: 04 Oct 2023 by Kai Andras
1 min read

1. To do this go to Control Table > System Defaults > General tab.  Then untick the Lock Period Post to Current Period checkbox.

2. Then when you are posting, select the period you would like to post from the drop-down menu.

 

3. After posting, ensure you do a Budget Worksheet Chart Rebuild to recalculate your previous or future period you posted into.  If you do not do this, your historical reports will not reflect the new values you posted.

 

You can learn how to do a chart rebuild here:  How to run a Chart Rebuild

 

Note: If you are posting multiple batches to a previous period you can wait until everything is posted before running the Chart Rebuild (as it can take some time to complete).