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  1. FAQ - Accounting & Finance Teams
  • December 22, 2022 21:42
  • Updated

How to close a financial month

Goal:

  • End or close months for Accounts Payable
  • Close a financial month or year to block further adjustments to a closed period 

 

Steps:

  1. Select Settings → Closing Months under Finance

  2. 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

  3. Select the Close button on the right-hand side of the month(s)

  4. You'll get a little confirmation on the top right of the screen when it's done

 

Additional Information:

  • Only users with the Closing Months permission under Settings can follow the following steps.
  • For more information on what this feature is used for, see What does Adjusting the Closing Months within the Finance Settings do?
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