Accounting General

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Close Accounting Periods

Edit or Close Fiscal (Calendar) Periods:

1. Got to Accounting > Admin > Fiscal Calendar
2. Select a Fiscal Year from the drop down menu
3. Click the EDIT button
4. Use the checkboxes in the AR Closed, AP Closed, and / or GL Closed columns to select which periods you wish to close
5. Click the SAVE button

Note: Closing Periods will prevent anyone other than you from making Accounting record changes in the Periods you have closed

Periods may be reopened if necessary by placing the form in EDIT mode, unchecking Period checkboxes, and saving the form again.  Periods may only be reopened if the Fiscal Year has not been closed