Fiscal Periods
The fiscal period is set up during tenant implementation. To create additional fiscal periods, go to 
Settings > Fiscal Periods and click + Create YYYY for next fiscal period.
To view current periods, click on the triangle 
next to the year to view the period's months.
To close a period, click on the open icon 
and the period will close 
. All unposted transactions in a period must be cleared before a period can be closed. Once a month is closed it can no longer be posted to. It is good practice to close each month once all entries have been made.
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