Close the accounting month for specific transaction types and/or offices

Use cases

We’ve redesigned the month-end close page to simplify situations where you are closing just specific transaction types for specific offices.

This is especially helpful for global agencies with a single Accountability database. 

Steps

1. Navigate to Set Up Files> Set Up Options and click the Close Offices/Transaction Types link.
   
   
2. Check the box for a specific transaction type or select the box to the left of an office to close all transactions for the entire office.  
   
3. Once all of the offices are closed, you can move forward to the new accounting month by changing the Current Accounting Month field under General Options.