G/L Period End Maintenance Screen
Open General Ledger > G/L Periodic Processing > Period End Maintenance.
Overview
Use the G/L Period End Maintenance screen to:
- Delete unneeded accounts, transaction details, and fiscal sets.
- Reset the current batch number to 1.
Warning! Period-end maintenance permanently deletes information from General Ledger. Before performing period-end maintenance, back up your data.
You can perform period-end maintenance after creating a new year at the end of a fiscal year, or as needed.
Note:
- All period-end maintenance activities are optional, and can be done at any time.
- If G/L Security is turned on, note that period-end functions do not check account permissions. For example, you can delete inactive accounts, even if you do not have account permission.
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