Completing Periods

After Approving a period, completing a period is the second and final step of closing a period. This locks down the period indefinitely, preventing any future roll backs.  

Periods can be completed individually or, if using the Company Periods feature, they can be completed in bulk.

Individual Period Completion

To complete an Approved period, head to Period Management > Periods, locate the period and select either [Stock Period] or [Cash Period].

Within the period: 

• Select [Complete Period]. 
• Confirm the completion.

The period will run through the completion process before progressing to the Completed state. 

Bulk Period Completion

If using the Company Periods feature, periods from across multiple sites attached to the same company period can be completed in one go.

To complete periods for multiple sites, whilst logged into the Head Office site, head to Period Management > Periods, and use the search options to locate the periods that need to be completed.

Within the search results, you can either select:

• [Complete] against individual Approved periods to update the state to Completed individually.
• [Complete All at the top of the list to update all Approved periods shown in the search results to the Completed state.

The period will run through the completion process before progressing to the Completed state.