Accounting - Open/Close finance periods

You can open/close finance periods for the following:

This choice is made here → Open "Financial" in the menu in the upper left corner.

Then click "Setup" and select "Finance periods"

You can also search for "Finance periods" by clicking the search field in the upper left corner

NOTE: if you cannot find "Finance periods", it is because you lack permission for it. In that case, you can contact support to get access.

Select and click to edit the period you want to open or close.

NOTE: none = the whole year

REMEMBER to finish by clicking "Save"

Click "Setup" → "Finance periods"

NOTE: if you cannot find "Open/close finance periods", it is because you lack permission for it. In that case, you can contact support to get access.

Depending on how you have chosen to subdivide your finance period, you can select the period you want and click "Close"

Want to know more?

This article explains how to open and close finance periods (year, quarter or month) in Sapera