startAccounting Year creation and maintenance
How To

Accounting Year creation and maintenance

CCH Practice Management
Last update: Reading time 4 minutes
MaintenanceTime Setup

    Accounting Year 

    Set up a new Accounting Year 

    1. On the main menu, click Maintenance > Time Setup > Processing Time Setup.
    2. In the Processing Time Setup window, click the Add a Year add_year_button.png button beside the Accounting Year drop down list.
    3. In the Add/Edit Accounting Year window, to add a new accounting year, enter the details for the year in the blank row at the top of the table.
    4. Click OK to save the changes and close the Add/Edit Accounting Year window.  
    5. The new year is now available in the Accounting Year drop down list on the Processing Time Setup window.

    Edit an Accounting Year 

    1. On the main menu, click Maintenance>Time Setup>Processing Time Setup.
    2. The Processing Time Setup window appears.
    3. Click the add_year_button.png button beside the Accounting Year drop down list.  The Add/Edit Accounting Year window appears.
    4. Modify the details for the year you want to edit. You can modify the Description and the Start and End dates.
    5. Click OK to save the changes and close the Add/Edit Accounting Year window.  The modified year is now available in the Accounting Year drop down list on the Processing Time Setup window.

    Delete Accounting Year 

    1. On the main menu, click Maintenance > Time Setup > Processing Time Setup.
    2. In the Processing Time Setup window, to delete an accounting year, click the Add Accounting Year add_year_button.png button next to the Accounting Year drop down list.
    3. On the Add/Edit Accounting Year window, select the year you want delete by clicking the blue margin cell next to the row.  The row is highlighted.
    4. Press the [Delete] key and then click Yes when prompted to confirm the delete action.
    5. The year is deleted.
    6. If you have finished making changes, click OK on the Add/Edit Accounting Year window to save the changes and close the window.
    7. If you have finished making changes on the Processing Time Setup window, click OK to save the changes and close the window.

    Accounting Period 

    Set up a new Accounting Period

    1. On the main menu, click Maintenance > Time Setup > Processing Time Setup.
    2. In the Processing Time Setup window, from the Accounting Year drop down list, select the accounting year.
    3. In the Description field, enter the name of the accounting period.
    4. Define the Start and End Dates for the period by selecting the dates from the calendars.
    5. Select the Tax check box only if the tax period has been closed and if you have run the tax reports for the period and do not want to make any further changes to the tax in this period.
    6. Use the Closed check box to indicate that the accounting period is closed. If the accounting period is closed, the period will not be available for posting the next time you access the window, and you cannot enter or post timesheets into that accounting period.
    7. If the application contains draft timesheets, you cannot close the accounting period. If draft bills exist within the application, you can close the accounting period.

    Edit an Accounting Period 

    1. On the main menu, click Maintenance > Time Setup > Processing Time Setup.
    2. In the Processing Time Setup window, in the Accounting Year drop down list, select another accounting year if required.
    3. In the Description field, modify the name of the accounting period you want to edit.
    4. Edit the Start and End Dates for the period by selecting the dates from the calendars.
    5. Modify the Tax check box to indicate if it is a tax period.
    6. Use the Closed check box to indicate that the accounting period is closed. If the accounting period is closed you cannot enter or post timesheets into that accounting period.
    7. If the application contains draft timesheets, you cannot close the accounting period. If draft bills exist within the application, you can close the accounting period.

    Delete Accounting Period

    1. On the main menu, select Maintenance > Time Setup > Processing Time Setup.
    2. In the Processing Time Setup window, select the Accounting Period you want to delete by clicking the blue margin cell next to it.  The row is highlighted.
    3. Press the [Delete] key and then click Yes when prompted to confirm the delete action.
    4. The Accounting Period is deleted.
    5. If you have finished making changes, click OK to save the changes and close the Processing Time Setup window.

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