Edit or Close Fiscal (Calendar) Periods:
- Go to Accounting Menu > Admin > GL Admin > Fiscal Calendar (or Accounting Menu > Month End > Close a Fiscal Period)
- Use the grid Filters to select the Company No. and Fiscal Year you wish to edit or close
- Click the EDIT button
- Use the checkboxes in the AR Closed, AP Closed, and / or GL Closed columns to select which periods you wish to close. You may also select “Block Time Bill Posting” which will prevent any time bills from posting or un-posting within that period after close.
- 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