In Sage Active, you can perform a month-end closing process to close one or more selected periods and prevent any further changes to journal entries within those periods.
Once you have closed a month, you will not be able to modify, delete or add entries to journals for this period without reopening it again. To reopen a closed month, follow the same process as described in the steps below.
To close one or more selected months:
- Access the Month-end closing.
Accounting > Closing > Month-end closing
- Select the Fiscal year.
- Select the open months that you want to close.
Status ‘Not available’You cannot close the current month or any months following it.
Months that you cannot close do not have a checkbox in front of their name and have the status Not available. These month are considered open. - You can journalize the entries in the selected months.
This will prevent any further changes to the journal entries in the journalized months. - Close the selected months and confirm the warning message.
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