Unattended end of period settings
Set unattended end of period for the day or month, to ensure the period is closed consistently and corresponding period reports reflect accurate information. You can also set it to include making a database copy in addition to your normal backup procedures.
Before you start
- Security access to Defaults – Practice dialog
- Select the workstation you want to use as your End of Period (EOP) notification workstation under Controls > Defaults > Practice and Workstation > Workstation.
Setup unattended end of period
Note: When you set up unattended end of month or day, the process occurs on your server. It does not require a logged-in workstation.
- Controls > Defaults > Practice and Workstation > Unattended EOP
- Select Show notification only on the End of Period notifications workstation to display errors or warnings encountered during end of period processing at the designated workstation only.
- Click Apply and continue setting up unattended EOD and EOM or click OK to save your changes and close the window.
Setup unattended end of day
- Controls > Defaults > Practice and Workstation > Unattended EOP > Unattended EOD
- When area: Specify when you want to run end-of-day processing.
- What area: Select Make a copy of the database and/or Run End of Day.
- Current end of day notification area: Select Suppress this notification if you do not want to have unsuccessful EOD processing messages display every half hour, if end of day does not run.
- Current database copy notification area: Select Suppress this notification if you do not want to have unsuccessful have unsuccessful database copy messages display every half hour, if the copy does not run.
- Click Apply and continue setting up unattended EOM or click OK to save your changes and close the window.
Setup unattended end of month
- Controls > Defaults > Practice and Workstation > Unattended EOP > Unattended EOM
- When area: Specify when you want to automatically run end-of-month processing.
- What area: Select Make a copy of the database and/or Run End of Month.
- Current end of month notification area: Select Suppress this notification if you do not want to have unsuccessful
EOM processing messages display every half hour, if end of month does not run. - Current database copy notification area: Select Suppress this notification if you do not want to have unsuccessful
database copy messages display every half hour, if the copy does not run. - Click Apply and continue setting defaults or click OK to save your changes and close the window.
Additional Information
General information
- When unattended EOM is set to immediately follow unattended EOD, a database lock will prevent posting of transactions from the beginning of unattended EOD until the end of unattended EOM.
- Set a time accordingly with your operating hours to give your team time to complete transactions and balancing of cash drawer. If using integrated card payments with Online Payment Requests, consider setting a time that coordinates with the batch close to have daily deposits match to card batch reports.
Database copy
- When making copies of the database, they are copied to the dailycc and dailycc\monthly shared folders on the server, based on daily and monthly copy settings.
- These copies are overwritten each time a new copy is made.
- This process does not replace your normal backup procedure and is intended for premise-based Cornerstone only.
End of year
- End of year must be run manually. Set a reminder accordingly to not overlook this end of period process.
Error messages and notifications
- View the details from the most recent unattended end of period process in the Unattended EOD defaults or Unattended EOM defaults.
- The details include the date and time the process was run and whether or not the process was successful.
- Notifications will also include a note if any noncritical processes were skipped, such as “unable to create the GL Batch extract.”
- If using a designated workstation for unattended end of period notifications, a warning displays if the workstation is turned off.
- Notifications can be viewed when the workstation is turned back on.
- If a workstation is not designated, notification will display on all workstations.
- Cornerstone will display a notification window every half hour if an unattended End of Period process was not run successfully.
- Ex: If a user left an exclusive use screen, such as Mass Markup, open on a workstation, the unattended End of Day process cannot start and will display a notification.
- Cornerstone will attempt to process the period three times.
