Closing a period

Accounting › Company ledger › Overview, under Close the books.

Closing a period stops anyone posting, reversing or importing into it, so figures you have reported or filed stay put.

1. Choose the date to Close through.
2. Select Save.

To close, the statements must balance and no bank transaction in the period may be unmatched. If something is outstanding, VexLedger tells you what. Anyone who can post can close a period.

Reopening needs an owner or admin and a written reason, which is kept in the audit history.