Run Period End Maintenance
Before
running Period End Maintenance
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Run Create New Year first, if you are deleting inactive accounts or outdated transaction detail or account balances at the end of a fiscal year.
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Post outstanding batches and print and clear outstanding posting journals, if you are resetting batch numbers.
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Back up your data.
To use Period End Maintenance:
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Open General Ledger > G/L Periodic Processing > Period End Maintenance.
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Select the procedures you want done:
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Delete Inactive Accounts.You can delete an account only if it:
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Has an Inactive status.
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Has zero balances for the current year, and for all previous years for which you retain transaction data.
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Is not assigned as the default closing account on the G/L Options form. (If necessary, you can assign a different account number to be the default account.)
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Delete Transaction Detail History / Delete Fiscal Set History .General Ledger deletes historical financial, quantity, and budget details that are older than the number of years you specified for the Years of Fiscal Sets and Years of Transaction Detail options on the Posting tab of the G/L Options form.
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Reset Batch Number. Use this option to set the batch number back to 1.
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Click Process.