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When a month is over and its numbers are right, you can close it. After that, nobody

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can change what happened in that month. In this episode we close September, and see

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what that means.

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Scroll the menu on the left and open Accounting periods.

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The page explains the rule. A closed period is locked. Sales, stock and cash dated

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inside it cannot change. If you find a mistake later, the correction is booked

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today, in the open period.

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No month has been closed yet. Before you close one, check that its sales, stock and

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cash are final. The reports from the last episode are the place to do that.

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Tap Close a period.

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The dialog repeats what closing does. Sales, returns, voids, payments, stock,

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counts, transfers and cash in the month can no longer change.

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Pick the month. It starts with last month, September. You can close all outlets

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together, or one outlet at a time.

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The system checks the month for you. Here it says all checks passed, and that

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nothing stands in the way. If it found a problem, it would be listed here for you to

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fix first.

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Now give a reason. It is required, and it is recorded permanently in the audit

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journal.

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Tap Close period.

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September is closed. The card shows the dates it covers, its revenue, the tax, the

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number of sales, who closed it and when, and your reason.

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Tap Frozen report. This shows the totals as they were at the moment of closing.

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Next to them are the books as they stand now, calculated again. At the top you see

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whether they match. Because the month is locked, they always will. If they ever did

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not match, you would know something had been changed.

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Let's see the lock at work. We open a sale from September, and try to void it.

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The system refuses. It says that a sale from a closed period cannot be voided, and

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that you should take a return instead, which is booked today.

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If a month was closed too early, a manager can reopen it. Go back to Accounting

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periods, and tap Reopen.

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Reopening needs a reason too, and it is recorded in the audit journal. The month

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must be closed again afterwards. We will leave September closed.

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That is closing a month. In the next episode, we look at the audit log, which

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records every change in the system.