Closing a financial period finalises the data for that month and ensures that no one will be able to enter any transactions into that period e.g. invoices.
1. Ensure the Systems Maintenance module is open
2. Click on the Periods Icon
3. Click on the Periods button in the top left hand corner and a wizard will take the user through the process
4. Ensure that the radio button I want to close a number of periods is checked
5. Click on Next and the Current Periods for the Company/Modules will be displayed
6. Click on Next
7. Ensure the required modules are checked
8. Click on Next
9. Ensure the required Companies are checked
10. Click on Next
11. The available periods to be closed will be displayed. Select All or check individually
12. Click on Next
13. Click on Finish
14. Click Yes to the message
15. Close the Period Maintenance