Starting and Accessing Closes

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.

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.

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.