Skip to main content
Period closing prevents changes to completed accounting periods by setting a closing date.

​
Setting a Closing Date

  1. Navigate to Settings → Period Closing
  2. Select your entity
  3. Choose closing date
  4. Click Save

​
Impact of Closing

After setting a closing date:
  • Cannot create or edit entries before that date
  • Can still view historical data and run reports

​
Next Steps