Overview

The system allows users to set up the possibility of closing or reopening accounting periods, depending on the accounting management process of each company. Once an accounting period is closed, the system will restrict users from perform any financial transaction.

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Accounting Invoices
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Accounting Periods
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Add notes to Accounting Invoices
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Close or reopen an Accounting Period
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Countries Setup
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Credit Restrictions
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Generate Accounting Invoices
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How to Activate the Accounting Invoices Feature
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Invoice Restrictions
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Payment Restrictions

Email Notification

The system sends an email notification to admins every time an accounting period is closed or reopened. The system gives you the option of sending this notification to accounting users as well. To do so, please select Admin and Accounting users in the Notifications option:

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Close or reopen an Accounting Period

Overview