Closing The Month

Please note: Closing a financial month will prevent creating manual financial activities for selected owner, month and building.

Step 1: Go to month closing

Step 2: You can close for all buildings for an owner or close them building by building, individually

Step 3: For example, let us close the financial month for building as shown in the image below.

Step 4: Put in notes as necessary and click on close month

Step 5: The month is now closed as shown

Step 6: You can now click on the month to review it or reopen it if you want to add new financial activity

Step 7: Similarly you can close the month for all buildings for a particular owner

Step 8: As shown

Note: You can click on “All” and reopen the months if you require.

Closing the month for “All” will also prevent creation of new manual financial transaction for the owner if a building is not specified.