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Close future periods

  • May 2, 2024 4:22 PM UTC
  • 3 replies
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How do I close future periods and only keep the current period open?

Best answer by Laura03

Hello,

You may Deactivate future periods in Finance → Manage Fiscal Periods screen.

 

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3 replies

Laura03
Captain II
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  • Captain II
  • Answer
  • May 2, 2024 4:38 PM UTC

Hello,

You may Deactivate future periods in Finance → Manage Fiscal Periods screen.

 

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  • Author
  • Freshman I
  • May 2, 2024 5:03 PM UTC

Thank you.  That seems to have worked.  It only let me go through year 2028 in the From and To boxes.  It said 2029 is not found although I know I already had an AP Bill posted to April 2029 by mistake.  But, when I tried to enter another AP Bill into 2029, it did give an error message saying that period is inactive.

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Laura03
Captain II
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  • Captain II
  • May 2, 2024 5:06 PM UTC

Hello,

It’s possible that years beyond 2028 exist but have not yet been activated/opened.  To see which Years exist, go to Finance → Company Financial Calendar and look up on the Financial Year field:

Select 2029 to the screen to see the status of each period.

Laura

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