Use this tab to perform a period close for accounts receivable.
The following fields and buttons appear on the tab that
displays when you select the menu option.
Header
Run Soft Close for all selected EntitiesCompanies
Select this check box if you want to run a soft
close instead of a hard close. For more information, refer to Period
Close Overview.
Grid
Check boxes
Select check boxes for the PropertiesCompanies
you want to close. Select the check box in the header to select all PropertiesCompanies
automatically.
PropertyCompany
The PropertyCompany
name that appears on lists and in reports.
Period to Close
The display-only period that will be closed when
the Hard Close process is run. This column disappears when you click the
Run Soft Close for all selected EntitiesCompanies
check box, as a Soft Close does not close the period; it rolls the current
period to the next period. For more information, refer to Period
Close Overview.
Current Period
The display-only period to which transactions
in the batch are set up to post. The period ending date.
Information
A description of the status of the PropertyCompany,
such as Ready to Close or Unapproved
Batches. If there are unapproved batches, click the link to go
to the Setup Batches tab to approve batches
so that you can close the period for that PropertyCompany.
Buttons
Cancel
Select this
when you want to stop without saving changes.
Run Period Close Button
Select this button to run the period close process
for the selected PropertiesCompanies.
Fields
Note