---
title: "Close financial periods (AR509000)"
description: "You can use this window to close active financial periods in the Customer ledger workspace, which is a prerequisite to closing a period in the General ledger workspace."
lang: en
languages:
  en: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/close-financial-periods-ar509000/index.md
lastmod: 2026-02-19
---

> Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/customer-ledger/customer-ledger-windows/llms.txt


# Close financial periods (AR509000)

Last modified February 19, 2026

> You can use this window to close active financial periods in the Customer ledger workspace, which is a prerequisite to closing a period in the General ledger workspace.


This topic provides information about the elements in this window in Visma Net, such as fields, field values, buttons, and check boxes.

You can use this window to close active financial periods in the Customer ledger workspace,
which is a prerequisite to closing a period in the General ledger workspace.
The
financial period can be closed in the General ledger workspace only if it has been
closed in the Supplier ledger, Customer ledger, Cash management, Inventory, and Fixed assets workspaces.

Generally, posting transactions to closed periods is not allowed.
To allow posting to
closed periods, select the **Allow posting to closed periods**
check box in the [General ledger preferences (GL102000)](https://docs.vismasoftware.no/visma-net-erp/help/general-ledger/general-ledger-windows/general-ledger-preferences-gl102000/index.md) window.

## The window toolbar

<table class="vismanet-table">
  <colgroup>
    <col class="vismanet-table__col--key">
    <col>
  </colgroup>
<thead class="vismanet-table__head">
  <tr class="vismanet-table__header-row">
<th class="vismanet-table__cell vismanet-table__cell--header">Button</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Close periods</td>
<td class="vismanet-table__cell"><p>Initiates the process of closing the selected financial periods.</p>

    <div class="admonition admonition-note" role="note">
    <div class="admonition-title">
        
        Note
        
    </div>
    <div class="admonition-body">
        <p>The green OK icon appears if the closing operation was completed successfully. The red icon indicates that the operation was cancelled because some necessary conditions were not met.</p>
    </div>
    </div>

</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Unreleased documents</td>
<td class="vismanet-table__cell">Opens the Unreleased customer ledger document report so you can view documents that are not released in the selected period (documents that have <strong>On hold</strong>, <strong>Balanced</strong>, <strong>Pending print</strong>, or <strong>Pending email</strong> status).</td>
</tr>

</table>


## The table

This table displays all currently active financial periods for the earliest year that has
active periods.
A period can be closed only if there no documents with the **On hold**, **Balanced**, **Pending print**, or **Pending email** status
to be posted to this period. You select one or more periods for closing and click
**Close periods**.
When you close a given financial period,
all preceding active periods will be closed as well.

<table class="vismanet-table">
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    <col class="vismanet-table__col--key">
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<thead class="vismanet-table__head">
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<th class="vismanet-table__cell vismanet-table__cell--header">Column</th>
<th class="vismanet-table__cell vismanet-table__cell--header">Description</th>
</tr>
</thead>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Period</td>
<td class="vismanet-table__cell">The identifier of the financial period.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Description</td>
<td class="vismanet-table__cell">The description of the financial period.</td>
</tr>

<tr class="vismanet-table__row">
<td class="vismanet-table__cell">Active</td>
<td class="vismanet-table__cell">A check box that indicates (if selected) that the financial period is active.</td>
</tr>

</table>


<h2>Related pages</h2><h3>Concepts</h3>
<ul><li><a href="/visma-net-erp/help/general-ledger/manage-financial-periods/about-period-end-closing-procedures/index.md">About period-end closing procedures</a></li>
</ul><h3>Windows</h3>
<ul><li><a href="/visma-net-erp/help/general-ledger/general-ledger-windows/close-financial-periods-gl503000/index.md">Close financial periods (GL503000)</a></li><li><a href="/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/close-financial-periods-ap506000/index.md">Close financial periods (AP506000)</a></li><li><a href="/visma-net-erp/help/cash-management/cash-management-windows/close-financial-periods-ca506000/index.md">Close financial periods (CA506000)</a></li><li><a href="/visma-net-erp/help/inventory/inventory-windows/close-financial-periods-in509000/index.md">Close financial periods (IN509000)</a></li>
</ul>


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