Convert Period Type

This utility will convert an Annual or Quarterly client to Monthly. Each transaction will be posted to the appropriate month and year based on the transaction date. Audit trail for prior period adjustments will be lost.

Select Utilities>Maintenance>Convert Period Type. This menu option may only be available to the Admin or Accountant user and is ONLY available if the client file is set up as Quarterly or Annual. The menu option will be unavailable if the client file is set up as Monthly.

The program will identify the Current Period Type and convert to a Period Type of Month.

Click OK to begin the conversion.

The following dialog box will open:

PLEASE IGNORE ANY MESSAGE THAT SAYS THE PROGRAM IS "NOT RESPONDING." INTERRUPTING THIS PROCESS COULD CORRUPT YOUR DATABASE.

The following dialog box will open when the conversion is complete.

Click OK to close the window.