Starting and Accessing Closes
How can I start a close for a prior period?
To start a new close period, go to the Client List, find the company you are looking for, and click The More Information Button (arrow in the circle to the left of the client's name).
Click the button that says Start Previous Month End Close. Choose the period you are working on. This will create a new month end close.
How can I see older closes or closes I have already completed?
To see older closes, find the client you are looking for in the Client List, then click the More Information Button, and choose the close you want to review.
How can I start a new close before the first of the following month?
To start a new month-end close before the first of the following month, click the More Information button for the client on the Client List, then Click Start [next_month] Close.
Updated 03 Mar 2023
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