Scheduling a period close

  1. Select Processing > Period Close > Close Period For Ledger.
  2. Specify this information:
    Action Option
    Select whether the period close action is Limited Close, Open For Backpost, or Final Close.
    Close Configuration
    Specify the close configuration for the period.
    Year Period Option
    Select whether the year period is a Year, a Single Period, or a Period Range.
    Entity Option
    Select whether the entity is Single or Group.
    Ledger Option
    Select whether the ledger is Single or Group.
  3. Click OK to process this action now, or click Schedule to schedule the process to run later.