Close accounting periods

Note: Before attempting to close Sage 200cloud accounting periods, make sure that you perform all the necessary tasks, including the individual module preparatory tasks, described in Period end routines.

To close accounting periods

Open: Accounting System Manager > Accounting Periods > Maintain Accounting Periods.

  • To close a period for a single module, select the period (marked as Open) and click Change Period Status.

    You'll be asked to confirm that you want to close the period.

  • To close a period for all modules, select any module in that period and click Close All.

    You'll be asked to confirm that you want to close the periods.

    This will close any module in that period that is currently set to Open. The Close All option will not be available if there are any modules set to Future in that period.

    This feature is only available from Sage 200cloud Professional Spring 2019 version onwards.