End of period close off

End of period close off

Once the month has been balanced you are able to close the month for posting. Make sure
all batches have been updated for the month to be closed, there are no transactions left for
this month and a Backup has been done. This will stop anyone from accidentally posting
entries to a month that has been completed and reconciled.

Click on Accounting | System Control | End of Period Close Off

  • Select the new posting month from the drop down menu
  • Choose on the month to close.
  • Un-tick the ‘Open’ Option
  • To re-open a period, click on the ‘Open’ options