Lock months with month end closings

Tutorial: Lock closed months to protect them from changes. This prevents bookings, salary statements, or orders from being accidentally modified or deleted.

Content 

  1. Close months
  2. Reopen months
  3. Good to know

 

Screenshot of the months close dialog

1. Open Complete dialog

From the dropdown menu  at the calendar icon, you can switch between fiscal periods.

Here, you can close fiscal periods, salary periods, or individual months. Clicking on Close fiscal period / salary period displays the months. Simply click on the desired month — done.

 

Screenshot of the menu for closing months in CashCtrl

2. Reopen months

Clicking on the fiscal period displays the dropdown menu. If there are closed months, the Reopen button will be visible. Clicking it shows the selection of fiscal or salary periods and the corresponding closed months. Selecting the desired month reopens it, allowing editing of bookings, orders, and salary statements within that month.

Screenshot of the dropdown menu to reopen months

3. Good to know

  • If All years is selected as the fiscal period, individual months cannot be closed.
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