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Default settings for document entry / Period End 'soft-closing'

Default settings for document entry / Period End 'soft-closing'

Default settings for document entry

Did you know that you are able to set defaults for document entry, such as document date, document description, line item account coding and line item effective dates? Just start your session and use the Entry Defaults toolbar button to specify defaults for the current session and then enter your first document.

Period End “soft-closing"

To prevent posting of specific types of transactions to past or future periods, you can specify invalid dates under Administration/ Organization Preferences on the Entry Dates Tab. MIP allows you to prohibit or warn against posting prior to or after specific dates.

More Sage MIP Tricks & Tips

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The Technology Group, LLC
147 Charter Oak Ave
Hartford, CT. 06106
TEL: (860) 524-4400

 
The Technology Group, LLC
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