Close Period

The Close Period must be done at least every thirty days to ensure that the system will operate correctly.  Preferably, the Close Period should be done at the end of each Pay Period.  If your pay period is every two weeks, the Close Period would be done on the last day of the pay period (which is usually Saturday).

The Close Period starts a new Daily and Employee Sales sheet so the employees can see what they will be getting credit for on their next paycheck.  The Close Period does not lose the information, it stores it and it can be accessed by going to the List Daily Sheets and choosing the Previous Period button.

The Close Period has four functions, Close Weekly/Bi-Weekly, Close Month, Close Quarter, Close Year.  The Close Month, Quarter and Year reset the inventory sales information for that period along with the advertisement data.

The Close Period function requires a couple of minutes to complete.