How to Activate Period-end cut-offs

Objectives

• Activate the Closing Date feature

Steps

Period cut-offs lock the books to prevent any additions or edits to the billing data after the closing date. 

Users can lock the financial period and specify the closing date as preferred. This action will restrict all activities involving adding, editing, or deleting bills, expenses, invoices, time entries, and journals—essentially any actions that can affect account balances. Users will only be able to view, print, and export data.

To Activate this feature navigate to Billing → Advanced→ Settings

Under the Money Section click on Closing Date

Activate it and specify the closing date. Additionally, you can designate a user group that will not have restrictions.

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