> Maintenance / Accounting periods / Change period status / Close an accounting period

Close an accounting period

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

To close an accounting period

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

  1. Select a period marked as Open.
  2. Click Change Period Status.

    The Close Ledger window displays differently depending on the source module you have selected to close the period for. The Period no and Period end date is displayed.

  3. To close a Sales or Purchase accounting period, choose how the information on the Order Summary report is displayed from the Order Summary report by drop-down list.
  4. Click OK to close the period. If the next period is closed, the next period automatically.

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