Closing periods - Envoi

A closed month cannot be changed. No new entries can be posted in it, and bank lines in it cannot be matched. Close a month when you are done with it, for example after the bank has been reconciled. To download the VAT return, all the months in the VAT period must be closed. See VAT.

Where to find the periods

The periods are on Overview, under Accounting periods. Each month has a status:

Status	Means
Open	The month is finished, but not closed
In progress	The current month
Closed	The month is closed
Reopened	The month has been closed and has been opened again

Close a month

Choose the month in Accounting periods, and choose Close the period. Envoi also shows a shortcut, Close with the name of a month, for the month that is next in line.

Reopen a month

If you need to correct something in a closed month, choose the month and Reopen. You must write a Reason. It is saved together with the reopening.