Technical Release Notes
Accounting Solutions (Citrix)
How to: Close the Period
How to close the period in GreenSlate's Web Application.
Step 1: Under ACCOUNTING, click CLOSE PERIOD.
Step 2: Click CLOSE PERIOD.
Step 3: Select the period end date.
Step 4: Click SAVE.
NOTE: You will be prompted as to whether unposted transactions should be posted in current period, or moved to new period.
Step 5: Once you close the period, period ending reports are available. This includes the Cost Report, Trial Balance, EFC Changes Report, and GL Bible.