Close a Period

Close a financial period.

Once a fiscal period is complete, close it to prevent any additional transactions from being made.
  1. From the sidebar menu, go to Accounting. On the accounting page, select Fiscal Periods.
    If you're near the end of a fiscal period, Trimble Financials displays a notification in the To Do widget on your dashboard. Select Close Now in the notification.
  2. Trimble Financials displays a tile view, showing past and upcoming fiscal periods.
  3. Locate the fiscal period of interest and select Close.
  4. Trimble Financials displays a confirmation. Select Close Period.
    Trimble Financials displays a warning detects any open transactions. You can proceed, but we recommend closing these transactions first.
  5. Trimble Financials displays another confirmation. Select Yes, Close Period.
    If any invoices or payments are still open, they will remain open. You will need to reopen the fiscal period to close out those transactions.
The fiscal period is closed. You won't be able to add any new transactions to the period or modify any transactions within the period. To reopen the period, see Reopen a Period.