Period Reopen

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. 

1. Go to the Admin menu, then click Period Reopen.
   
   

   Open

   

2. Confirm that it is showing the correct period that you wish to reopen and click the Reopen button to run the process.

   1. 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.
      
      

      Open

      

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.