Entering a Transaction in a Prior Period

Method One

• Click on the Current Reporting Period Icon (24) and change the period back to the period in which you wish to enter the transaction(s)
• Enter the transaction(s)
• If you are going to run reports then run a Trans Prep
  
  Reports -> Transaction Preparation
  
  
• Run the reports you want
• Click on the Current Reporting Period Icon (24) and change back to the current period
  

Method Two

• Uncheck the Current Period Only check box on the ledger transaction screen
• Change the date back to the date you want to record the transaction on
• Enter the transaction(s)
• Click on the Reporting Period Icon (24) and then click OK next to the report date
  
  The system will then recalculate the beginning period balance. Looking at all periods.