Question

About month closing

  • 27 March 2024
  • 5 replies
  • 43 views
R
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Userlevel 4
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Hi, 

I close a month in the system. But my colleague can still post a journal entry in that month. Have I not close the month correctly?

Thank you.

Regards,

Raymond

5 replies

S
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Userlevel 3
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Hi @Rmak0501 

Check to see if your colleague has the Financial Supervisor role.

That role allows users to post to closed periods.

Sarah

R
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Userlevel 4
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Thank you.

Laura02
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Hello,

When a Period is Locked, no one may post to it.

When a Period is Closed, people in the Financial Supervisor Role may post to it if Restrict Access to Closed Periods is checked ON in GL Preferences screen.

If Restrict Access to Closed Periods is not checked in GL Preferences screen, everyone may post to the closed period (only a Warning will appear).

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
C
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Userlevel 7
Badge +9

Hi @Rmak0501 Hence, if you want to restrict posting to closed periods to anybody LOCK the financial period in the Manage Financial period after closing.

Chandra M
R
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Userlevel 4
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Hi,

Thanks all for the help.

Regards,

Raymond

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