Managing Close-Off Dates Tutorial

Overview#

Closing off dates lets you lock a financial period. No changes are allowed to transactions that are before the close-off date. This feature is essential for maintaining data integrity once a period is finalised. Only authorised users can change the close-off date. However, these users can change the date in any direction.

💡These tutorials explain how to set the close-off date.

How to Manage the Close-Off Date#

1. Navigate to Transaction Close off Dates.
2. Select the Transaction Types you want to block. Use Ctrl + left-click to select multiple transactions or Shift + left-click to select a continuous block.
3. Select a Date from the dropdown list.
4. Click Update (button).
5. Confirm the change on the popup.
6. Click Save (button).

How to Remove a Close-Off Date#

1. Navigate to Transaction Close off Dates.
2. Select the Date and press Backspace on your keyboard to clear it.
3. Click Update (button).
4. Confirm the change on the popup.
5. Click Save (button).