Financial reports and closing · Guide 202 of 624
Accounting periods
Accounting periods in RockifyERP close a month or quarter for chosen document types, so nobody posts into a finished period by mistake.
How to do it in RockifyERP
- Search for Accounting Period and click + Add.
- Set the start and end dates and the company.
- Add the document types to close, such as Sales Invoice and Journal Entry.
- Save.
Tip: Close each month once management accounts are signed off.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.