• From: Malta
  • Registered: 04/06/2012
  • Posts: 123

Topic: End of Month or Closing a Period

Many accountants request that at a certain point the previous month is closed so that reports can be issued.
When a month or a period is closed, no more transactions in that period can be posted.

Is there a way to close a month or a period in FA?
If transactions are allowed to be entered in a period that have had reports issued already, would render the reports outdated and useless. Therefore closing periods increasing report integrity.

Thanks
Carmelo

  • joe
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Re: End of Month or Closing a Period

No, not in 2.3 but it is in 2.4 that is about to ship in about a month.

/Joe

  • From: Malta
  • Registered: 04/06/2012
  • Posts: 123

Re: End of Month or Closing a Period

Excellent, thanks for the info.

Regards
Carmelo

  • From: UK
  • Registered: 10/02/2012
  • Posts: 146

Re: End of Month or Closing a Period

Another good feature added to FA.

Thanks to developers

  • From: Malta
  • Registered: 04/06/2012
  • Posts: 123

Re: End of Month or Closing a Period

joe wrote:

No, not in 2.3 but it is in 2.4 that is about to ship in about a month.

/Joe

Joe, when is the 2.4 planned release?

  • joe
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Re: End of Month or Closing a Period

Janusz has the key to this. Maybe this or next month.

/Joe

  • Farhaj
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  • Registered: 04/25/2012
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Re: End of Month or Closing a Period

Jeo,

Please guide me the process, I will develop it myself.

Farhaj

  • joe
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Re: End of Month or Closing a Period

You can look into release 2.4 unstable from the HG repo.

Joe

  • Farhaj
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Re: End of Month or Closing a Period

Kindly share me link.

  • joe
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Re: End of Month or Closing a Period

We are busy releasing 2.3.18 Farhaj. Please copy the unstable HG from Sourceforge to your Environment and you will see a menu choice for fixing period lock, I guess in Banking and General Ledger.

/Joe

11 Reply by apmuthu (edited by apmuthu 09/05/2013 07:13:39 am)

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: End of Month or Closing a Period

Unfortunately, the Sourceforge Mercurial Download Snapshot for the stable branch only provides a 442Kb subset of the files needed, but for the unstable branch, the full complement of 1.8Mb is downloadable.

The Git Mirror however has the full complement of files for snapshot download of the stable branch.

apmuthu's Website

12 Reply by Farhaj (edited by Farhaj 09/05/2013 06:25:16 pm)

  • Farhaj
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Re: End of Month or Closing a Period

I developed this. please share me your script I will integrate it.