Steps coming soon....This feature is used if the period of an entity needs to be reopened. Note that a period can only be reopened if the same period in the parent ledger is open. Only users with an "administrator" role can view and access this menu item.
- Go to the Admin menu, then click Period Reopen.
- Confirm that it is showing the correct period that you wish to reopen and click the Reopen button to run the process.
- If a higher entity has closed the same period, a warning message will appear advising you of this. You would need to contact the parent organisation to discuss them reopening their period as well.
- If a higher entity has closed the same period, a warning message will appear advising you of this. You would need to contact the parent organisation to discuss them reopening their period as well.
Note: if an entity has run the Year End process, do not reopen that period and make adjustments. Currently, there is no way to re-run the Year End process, so if adjustments are made to Income and/or Expense accounts, those balances will not close out to the Fund and have a zero opening balance as at the start of the new financial year.
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