Page tree
Skip to end of metadata
Go to start of metadata

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. 
  2. Navigate to the Financials > General Ledger > Fiscal Period Close dashboard.



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

 

Additional Information

KC - General Ledger Guide: Fiscal Period Close

KC - Procedures for Financials End of Month Close

  • No labels