Scenario User would like to record a journal entry using a custom role but not able to see options to select a closed period. Solution User may perform below steps to select a closed period in posting period. Using Administrator role, add permission for custom role. Go to Setup > User/Roles > Manage Roles Click Edit to Custom role Under Permissions tab, go… Continue reading Post Journal Entry to a Closed Period using Custom Role
Tag: close period
Locked Period vs Closed Period
Many new users often find themselves confused about the distinction between these two. It is crucial for users to recognize the difference, as periods play a significant role in determining how transactions are posted. The Manage Accounting Periods page is a list of all the accounting periods set up in your account and rolled up in the… Continue reading Locked Period vs Closed Period