BalanceWare Help v2.315
Current Period

The current period settings are found on the Writeup tab. The current period is annual by default and can be changed to an interim period by selecting the Interim Processing toggle button.

If interim processing is selected, the Beginning and Ending month dropdown controls will be enabled. Select any month or range of months. To return to annual processing, toggle the Interim Processing button off.

You can switch freely between an annual period or a different interim period at any time.

Current Period is Annual

Current Period is Annual

Current Period is Interim

Current Period is Interim

Current Status

Client Tab

The following items are interim aware and will reflect the current period defined on the Writeup tab.

The remaining items on the Client Tab are not date-related.

 Writeup Tab

The following items are interim aware

The remaining items on the Writeup Tab are not date related. 

Accounting Tab

The following items are interim aware.

The following items on the Accounting tab are date related and not interim aware. These items are scheduled to be updated in a future release.

The remaining items on the Accounting tab are not date related.

 Note: Interim awareness is not applicable to the Income Tax or Help & Settings tab.


Support Ticket 

 

Submitting a support ticket is the best way to expedite your issue. The support ticket automatically includes information we need to service your installation properly. By submitting a support ticket, we won't have to ask you all the preliminaries and, if you add a brief description, we will be better prepared to get to the heart of the matter ! We receive your ticket immediately upon submission and will respond ASAP; usually within minutes. Submit your support ticket from the About form on the Help tab.

 

 

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