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

 

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

 

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

 

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

 

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Step 5: The month is now closed as shown

 

5.png

 

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

 

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

 

7.png

 

Step 8: As shown

 

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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.

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