Visma.net ERP
Close financial periods (AP506000)
This topic gives you information about the elements that you find in this window in Visma.net ERP, such as fields, field values, buttons, and check boxes.
Introduction
You can use this window to close active financial periods in the Supplier ledger workspace.
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You can close a financial period in the General ledger workspace only if it has been closed in the Supplier ledger, Customer ledger, Cash management, Inventory, and Fixed assets workspaces.
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When you close a given financial period, all preceding active periods will be closed as well (if they have not already been closed).
Generally, posting transactions to closed periods is not allowed.
To allow posting to
closed periods, select the Allow posting to closed periods
option in the General ledger preferences (GL102000) window.
| Button | Description |
|---|---|
| Close periods |
Initiates the process of closing the selected financial periods. The green OK icon appears in the window toolbar
if the closing operation was completed successfully. |
| Unreleased documents | Opens the All unreleased documents report to display open documents for the period (documents that have the On hold or Balanced status). |
| Prepare for closing |
Opens the Prepare for closing (AP50700S) window. Initiates the process of closing the selected financial periods. The green OK icon appears in the window toolbar
if the closing operation was completed successfully. |
The table
The table displays all currently active financial periods for the earliest year that has
active periods.
You can select one or more periods for closing and then click
Close periods.
| Column | Description |
|---|---|
|
Period |
The identifier of the financial period. |
| Description | The description of the financial period. |
|
Active |
When this check box is selected, the financial period is active. |
