Closing a month/period

After you have run your monthly reports and reported your figures, or your quarterly VAT return we recommend you close the month/period down. This will prevent other transactions being booked within that month or period and in doing so distort the figures you have already reported on.

To do this simply go to Settings > All Settings > Finance > Accounting Year > Periods > then tick the “Barred” box against the appropriate box:-
set tab

If you need further assistance on Settings please take a look at our Help section:-

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