This feature is used if the period of an entity needs to be reopened after it has closed.
- 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.
For example, Church A closes the December 2022 period on 10/1/23 and runs the Year End process on the same day. They discover some issues in the December 2022 period so request the Conference to re-open December. The December 2022 period should not be re-opened - instead, the adjustments should be made in the January 2023 period.