Finalize Accounting Month

Please note that once an accounting month has been finalized, it cannot be reversed.

1. From the Home screen, do one of the following:
   
   • Click Procedures on the navigation panel.
   • Click Areas > Procedures on the menubar.
   • Click the down arrow next to Home on the options bar and select Procedures.

From any other area of the program, do one of the following:

1. • Click the down arrow to the right of the Home options bar button and select Procedures.
   • Click Home > Procedures on the menubar.

2. Click Accounting on the navigation panel or Areas > Accounting on the menubar.
3. Click Month End on the navigation panel.
4. A list of accounting months displays. Change the months that display in the list if necessary.
   1. Click the word Months in the view filter.

   

   A list of choices displays:

   1. • All
      • Closed - Not Finalized
      • Locked
      • Open

   2. Click on the appropriate selection.
5. Click to highlight the month to finalize, and then do one of the following:
   • Click Actions > Finalize Month on the options bar.
   • Click Actions > Finalize Month on the menubar.
6. The Finalize Month pop-up window displays. The Agency, Month, and Year default into the associated fields. You can change them if necessary.
7. Click Finish or press [Enter] to finalize the accounting month.

Click Cancel to discard the changes.