Soft Close Months prior to actual YE close
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It would be nice to be able to soft close a month preventing entries to a period prior to officially closing the year at year end. I have had a number of instances where a date was entered incorrectly and posted to a month that we have already issued financial statements for. Blackbaud accounting software had this feature when I worked at another employer, and it was really helpful.
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2 days ago
John Michael AdminHi Mary. You can configure entry dates in the Organization Settings of the application to help mitigate this scenario. Please search the help documentation for 'Entry Dates' for more helpful information. Thank you!!!