The article outlines the steps to add a Closing Date. 

 

FOLLOW STEPS BELOW:

 

1. Open the Admin Portal.

2. Click Lookups and Scroll to Closing Dates and click.

3. Click the green + button to add a Closing Date.

 

NB. For a quick tutorial watch below



The following rules apply:

  • A closing date created cannot be undone.

  • A new closing date cannot be equal to or earlier than an existing closing date. Thus, it won’t be possible to pre-emptively capture closing dates for each month.

  • Once you have set a closing date you cannot backdate Finished Goods or Raw Material stock movements.

  • Once you have set a closing date you cannot backdate Credit Notes into the closed period.

  • Once you have set a closing date you cannot do a landed cost update for items received in a closed period.