Review period close checklist
Close an accounting period. No transactions should be able to be posted to a closed period. Transaction date and posting periods will be utilized.
1. Navigate to Setup>>Accounting>>Manage Accounting Periods 2. Click on the Checklist icon for the period you would like to close 3. Once you are taken to the Period Close Checklist page, click on the green arrow icon to open the task 4. Confirm the subsidiaries are selected 5. Click Save when finished 6. Continue to complete all the tasks