Open Accounting Month

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:

2. • Click the down arrow to the right of the Home options bar button and select Procedures.
   • Click Home > Procedures on the menubar.
3. Click Accounting on the navigation panel or Areas > Accounting on the menubar.
4. Click Month End on the navigation panel.
5. 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.
6. Click to highlight the month to open, and then do one of the following:
   
   • Click Actions > Open Month on the options bar.
   • Click Actions > Open Month on the menubar.
7. The Open Month pop-up window displays. The Agency, Month, and Year default into the associated fields, but you can change them if necessary.
8. Click Finish or press [Enter] to open the accounting month.

Click Cancel or press [Esc] to discard changes.

Note: Before doing additional work in this month, ensure that it is unlocked.