How do I close a period?

How do I close a period?

When you finish reconciling the bank statement, use this routine to close a period. When you close a period, users cannot make any changes in the period closed.  You do have the ability to reopen the period if you have the proper permissions.

To close a period, follow these steps:

1. Open General Ledger > Organization > Close Period.

2. Review the fields in the section titled Close periods up to and including.  Select the period you would like to close up to and including in the Period field.

3. Click GO.

4. Click Yes to close.

The period is closed.


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