Setting the default posting month


Simplified menu - Click Month/Year-end, Set Default Posting Month

Standard menu - Click Month/Year-end, Set Default Posting Month

Classic menu - Click Monthly, Set Default Posting Month


Use the Set Default Posting Month feature to change your default month for data entry.  Do this after you have finished data entry for a month and are ready to enter transactions for the new month.

  1. The current posting month and the new posting month will display.  If the month displayed in New Posting Month is the month in which you want to enter transactions, click Save .

Changing the default posting month does not prevent you from entering transactions for the previous month - it simply enables you to specify a default month.  You can enter transactions for months other than the default but a warning message will display.  You can override the message and enter transactions for any month in the current year.