Closing the Year for Accounts Receivable

Open the A/R Period/Year End Procedure form.

Specify this information:

Customers, Salespersons, Both

Select Customers to process only records for selected customers.
Select Salespersons to process only records for selected salespersons.
Select Both to process both customer and salesperson records.

Statement Cycles

Select the statement cycles you want to process:

Weekly
Monthly
Quarterly
All

Zero PTD Only

Select this check box to start a new period and clear only the period-to-date information. If you want to clear all year-to-date information, clear this check box.

Starting and Ending Customer

Select the range of customers to process. To process records for all customers, leave both fields blank.

Starting and Ending Salesperson

Select the range of salespersons you want to process. To process records for all salespersons, leave both these fields blank.

Click Process.