Contents

Closing Module Periods

Caroline Buckland Updated by Caroline Buckland

The process

If modules within Advanced Financials need to be closed for a period, other than the GL module, the following process should be followed. There is a separate process for closing a General Ledger period.

We recommend that you check the Daily Checks menu before closing any system periods. In particular, check System Dashboard for any batches not fully processed as this could result in postings to an incorrect period. The Task Queue Controller should also be checked for any failed or task running.

 https://advancedfinancials.helpdocs.io/article/ccek4wghff-daily-checks

For system admin users, this is program EDX to deny access to closed and future periods and years.

 1. Closing a Period

To access the Close Periods screen: General Ledger – GL Processes – Period/Year End – GL Period and Year End

2. Selecting a Company

Highlight the company you wish to close periods for. 

Click on Close System Periods at the bottom of the screen.

3. Changing the Period

Choose the module that needs to be closed and enter the new period number into the Period field on the right-hand side.

Click the Update button to close the period.

Was this article useful?

Closing a Year & Closing the Last Year Adjustment Period

Contact