The options in the Periodic Processing menu are used to verify, maintain, and purge records in your database. Some options can be applied daily and others, monthly, quarterly, or annually, depending on your requirements.
The 1099 Processing options from the Periodic Processing menu are not covered in this section.
Menu Path
From the Fund Accounting menu, select Periodic Routines. From the Periodic Processing menu, select the desired option.
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Automated Payroll Interface -
Bank Account Reconciliation (20.11+) -
Bank Account Reconciliation Page -
Change System Date -
Close Purchase Orders -
Delete Inactive Vendors -
Delete Prior Year Ledgers -
Delete Prior Year Transactions -
Mass Inactivate Vendors -
Period End -
Purge Payment History -
Purge Vendor Check History -
Reset Ledger Titles -
Update Bank Account on Transactions -
Update Employee Vendor Bank Info