- End or close months for Accounts Payable
- Close a financial month or year to block further adjustments to a closed period
Go to Settings → Closing Months under Finance.
By default, it'll bring you the current year and its months. If you need to close months from the previous year(s), select the year drop-down at the top of the page.
Select the blue Close button on the right-hand side of the month(s).
You'll get a little confirmation on the top right of the screen when it's done.
- Only users with the Closing Months permission under Settings can follow the steps below.
- For more information on what this feature is used for, see What does Adjusting the Closing Months within the Finance Settings do?