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Closed financial periods still aloowing posting

  • May 22, 2023
  • 3 replies
  • 226 views
L
Freshman I
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My customer recently upgraded to v2022 R2.  They are attempting to close financial periods but have noticed that even though the financial period is closed they are still able to post transactions to the closed period.  This was not an issue prior to their upgrade.  Is this a known issue? 

Best answer by estebanperalta54

Hi @lori00 similarly to what @kandybeatty49 said, this role will allow posting to closed periods:

 

 

    3 replies

    Kandy Beatty
    Captain II
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    • Kandy Beatty
    • Captain II
    • 2229 replies
    • May 22, 2023

    Hi @lori00 

    Do they have users who are posting with the Financial Supervisor Role? 

    Under General Ledger Preferences, do the have Restrict Access to Closed Periods enabled?

     

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
    estebanperalta54
    Captain II
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    • estebanperalta54
    • Captain II
    • 126 replies
    • Answer
    • May 22, 2023

    Hi @lori00 similarly to what @kandybeatty49 said, this role will allow posting to closed periods:

     

     

    If you found the post helpful please like the post or if it answered your question mark it as best answer. Thanks!
    iqraharrison
    Captain II
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    • iqraharrison
    • Captain II
    • 582 replies
    • May 22, 2023

    hi @lori00 

    to add to what @estebanperalta54 and @kandybeatty49 stated, you can also lock the financial periods to prevent any entry from happening regardless of role.  it really depends on how the company would like to use this functionality but if they are used to not having anyone post, i would lock to period once it’s been closed. 

     

    Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*. Proud Acumatica MVP (2024, 2025) - See my journey here: https://community.acumatica.com/community-site-discussions-150/iqra-harrison-acumatica-mvp-2025-28977


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