BalanceWare Help v2.302
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 Interim
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.
The following items are interim aware.
The remaining items on the Writeup Tab are not date related.
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.
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