1. Open Complete dialog
The drop-down menu next to the calendar symbol can be used to switch between the fiscal periods. Here you find the possibility to complete fiscal periods or months. Clicking on Complete Months opens the dialog.
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Lock months with month end closings
Tutorial: Lock closed months to protect them from modification. This way it can be avoided that bookings or orders are accidentally deleted or modified.
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2. Select months
Here you can select the months to be closed. Only months of the opened fiscal period can be selected. Select the desired months via the checkboxes and confirm with Save.
Reopening of months is done in the same dialog. To do this, simply uncheck the corresponding months.
3. Good to know
- Bookings in closed months can no longer be edited. This is the purpose of the month-end closing. However, closed months — analogous to closed fiscal periods — can be reopened. Then bookings of this period can be edited again or new bookings can be added.
- If All years is selected as the period, individual months cannot be closed.
