Current Periods

Use Current fiscal periods to review open periods, including their start dates, end dates, and status. From Settings, select General ledger, then select Current fiscal periods.

To add or edit fiscal years and update period details, open Manage All Fiscal Years.

Close a Period

To close a period, under Status, select Open. When the status changes to Closed, the period is soft-closed and posting stops. Reopen the period to allow posting again.

Note: Your permissions determine whether you can open or close a period. If you don't have permission, the period's status is locked.