Accounting periods

Goal

Control which dates accept postings.

Open

Accounting → Periods.

Concepts

• New periods start open.
• Close runs a preflight (unposted documents, suspense, subledger checks). Failures block close; warnings may need acknowledgement. Permission accounting.close_period.
• Reopen needs accounting.reopen_period and a reason.
• Default posting mode periods_only: posting into a closed period returns period_closed. Missing period → no_open_period. Lock dates can also block.

Steps — close

1. Open Periods.
2. Run close preflight for the period.
3. Clear blockers (post drafts, clear suspense, etc.).
4. Close the period (acknowledge warnings if prompted).

Related

• Period close (manager)
• Journals