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 renumber the entries in the selected months(Renumber journal entries).
- Close the selected months and confirm the warning message.
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