Accrual and Cash Basis Entries


My client file is set up on a Cash basis. I need to post journal entries to adjust balances to an accrual basis. I would then like to be able to switch between Cash and Accrual. How can I set this up?


This can be accomplished by using two different groupings when posting adjusting journal entries.
For example, set up a Group 2 grouping identical to Group 1.
Then, when posting entries for the accrual basis, post to the Group2 groupings instead of the accounts.
When viewing an automatic document, set the grouping property to Group 1 for the cash basis or Group 2 for the accrual basis. Similarly for CaseView, set the calculations to link either Group 1 or Group 2.