Process Future Period

Use Process Future Period for situations when the current period must be left open. You could use this if you are missing information from the client to complete the bank reconciliation for example, but need to enter sales information for the next period in order to file the sales tax return on time.

Select Utilities>Process Future Period.

1. Select the desired period and/or year.
2. Click OK.
   

The client will remain in the Future Period until you Return to the Current Period or advance to another future period even if the current file is closed and reopened. The period in the Status Bar in the lower right of the window will show the future period the file is in.

When finished, either advance to another future period or Return to the Current Period using Utilities>Return to Current Period.

By using this utility, you can advance to any future period up to two years from the current period. All data entry and import functions are available in the future period. You may not close a period or do a Bank Reconciliation.