Period close

What it is

The monthly and yearly close of the school's books.

Why it matters

Stops late changes from quietly altering months already finished.

When to use it

Finance staff close each month once entries are in; a senior person approves it.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Accounting to open it.
3. Click Period close.

What you see

Period close · click the picture to enlarge

• Sections on the page: FY2026-27.
• The list has these columns: Month, Status, Postings waiting, Unposted journals, Bank reconciliation. Click a column name to sort by it.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

← Back to Accounting overview