Opening an existing period

To open an existing period

1. Open the client’s Client Accounting > Trial Balance tab (called the Workpapers tab if you are licensed for Workpapers) tab.

2. In the Select Period table, select the period to be opened.

3. For AE/AO Ledgers and Essentials Cashbook ledgers, you can skip this step - go to Step 4.

1. Click Define GST accounts on the Tasks bar.


The Define GST Accounts dialog opens.

2. From the dropdown, select the account where amounts will be recorded for:

• GST  Collected

• GST Paid.

3. Click OK.

4. Double-click on the selected period.


or
Select the period and click Open period on the Tasks bar.
The Prepare Trial Balance (Workpapers) table opens in a new window. See About the Prepare Trial Balance (Workpapers) table for information about how to use this table.

5. Click OK.

Related topics

Workpapers homepage

Adding a new period

Rolling over into a new period from a completed period

Deleting a period

Preparing workpapers