Close Or Lock A Period

Use this page when a month needs to be closed, locked, or checked before additional edits.

Review Closed Period Activity

Open client closed-period settings to see the locked-month map before changing anything.

Client closed periods settings with Close period action marked

Click Close period only after transactions, journals, reconciliation, and reports are reviewed for the period.

Close period modal from the client closed-periods flow

After closing, return to the closed-period view and verify the closed month appears in the activity map.

Closed periods page after period activity is visible

The locked period should match the month you meant to close, and the team should know that edits in that period are restricted.

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