Closing the Books
At the end of each book close period, you will need to lock editing to the month to prevent unwanted changes to the prior period financial information.
Closing the Books
To close the books, Navigate to Close Management > Checklist.
In the upper right corner, the latest open period will be displayed.
Click Close Books.
Reopening the Books
Within Close Management > Checklist, navigate to close period selector in the upper right corner. Select the prior month, click the More Options menu and select Reopen Books.
Reopening the books can only be performed by an Admin user.
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