Close a financial period from any workspace

Before you start

Before you close the period for the workspaces Customer ledger and General ledger, the VAT period must be closed for the financial period you want to close.

When all batches are posted, you can close a financial period. Many companies might choose to close the financial periods for the different workspaces separately.

1. Select the periods you want to close. You can multi-select periods by selecting the check box of the last period you want to close.
2. Click Close periods.

If there are still open batches you will get an error message.