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

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.

1. Navigate to Set Up Files> Company Settings

2. Click the Close Offices/Transaction Types link.

3. 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.

4. Click Save

5. Click the back arrow to go back to the Company Settings page

6. Once all of the offices are closed, you can move forward to the new accounting month by changing the Current Accounting Month field under Company Settings.

Tip: Note: Once the Current Accounting Month reflects the new month, uncheck the offices on the Accounting Month Close - Offices/Transaction Types page.