All Collections
Finance
Block a period within an accounting year
Block a period within an accounting year

How to prevent entries being posted to a period within an accounting year

Jacqui Sullivan avatar
Written by Jacqui Sullivan
Updated over a week ago

You can block entries to an accounting period within an accounting year by barring the period/month concerned.

The barred periods give you the possibility to block the entry of records. Reviso will not allow you to create invoices or entries within those dates or excluded periods. This helps to avoid accounting errors. For example, if you have already reported monthly or quarterly figures you can closed down a period or periods to avoid any further transactions being posted into those months, then you need to check the barred box.

list of periods

The Status column still states Open, since the accounting year is open. The booking of entries can be barred for certain months while the accounting year remains open.

Did this answer your question?