Accounting period user permissions

Before you can set up or amend the accounting periods, you must set up permissions to allow Sage 200 to make changes to the accounting periods.

You can Add a new user, Edit the details of an existing user or Remove an existing user from the User Permissions list.

The user permissions are in two sections:

  • User permissions for accounting periods.

    This allows the user to add new periods, change the dates of a period, or delete a period.

  • User permissions for source modules.

    This allows the user to change the status of a period for each ledger:

    Open future periods

    This allows the user to open periods marked with a Future status.

    Close Periods

    This allows a user to close periods marked with an Open status.

    Re-open Closed Periods

    This allows the user to re-open a closed period.

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