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A financial period close is performed to preserve the financial information that has been reported on, internally and externally. To lock down the financial data, Unanet provides a fiscal period close function. This can be found on the General Ledger menu of the Financials dashboard.

  1. Run the Post Processes in the Financials-Invoicing and Posting area to ensure that nothing remains to be posted for the period in question. 

    Navigate: Financials > General Ledger > Fiscal Period Close.

  2. Click on the Calendar Icon of the Legal Entity for which you would like to close a period.

    Navigate: Financials > General Ledger > Fiscal Period Close > Edit Calendar Icon. 

Additional Information

KC - General Ledger Guide: Fiscal Period Close

KC - Procedures for Financials End of Month Close

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