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Closed financial periods still aloowing posting

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? 

3 replies

Kandy Beatty
Rank
Userlevel 7
Badge +16

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?

 

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estebanperalta54
Rank
Userlevel 6
Badge +3

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

 

 

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iqraharrison
Rank
Userlevel 7
Badge +8

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. 

 

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