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Block a period in the period table

You can block periods in the period table (except the period table for Fixed Assets and Logistics) so that no more entries can be posted to them. If you have to do so later, you can always unblock a blocked period again.

The active financial period table is on the General tab in Financial / Management / Settings.

Profit uses the period table for all administrations in your environment. If you block a period in the period table itself, it is blocked for the entire environment and all associated administrations. If you have multiple administrations, you can also block a period at the administration level or at the journal level within the administration.

Three methods can be used to block a period in the financial period table:

  1. When maintaining the period table itself, if you want to block a period for the entire environment.
  2. In the administration settings, if you want to block a period for the administration.
  3. In the journal properties, if you want to block a period for a specific journal within the administration.

A check is performed to see whether a period is blocked in the administration settings. The check is performed for manual entries, imports and running UpdateConnectors. This check prevents you from entering or importing entries in a period that has been blocked for an administration.

Contents

Block a period for the entire environment in the period table

If you block a period in the period table itself, that period is blocked for the entire environment.

You can only block financial period tables. That is why the Blocked field is not available for the other period tables.

To block a period for the entire environment in the period table:

  1. Go to: General / Configuration / Period settings / Period table.
  2. Open the period table.
  3. Select the check box for the period to be blocked under Blocked.
  4. Click on: Finish.

Block a period in the administration settings

If you have multiple administrations, you can also block a period in the financial period table for a specific administration from the financial administration settings.

Note:

You must be authorised for the Periods tab to be able to block periods.

To block a period for an administration in the administration settings:

  1. Open the administration.
  2. Go to: Financial / Management / Administration settings.
  3. Go to the tab: Periods.

    App_Periode blokkeren in de periodetabel (20)

  4. Select the check box for the period to be blocked in Gbl..
  5. Click on: OK.

To check blocked periods for an administration in the administration settings:

  1. Open the administration.
  2. Go to:Financial / Management / Administration settings.
  3. Go to the tab:Periods.

    On this tab, the Gbl. field tells you which periods have been blocked.

Block a period in a journal

If you have multiple administrations, you can block a period in a journal within an administration by setting the period as blocked in the journal properties. You specify this for the journals in question (one by one).

To block a period in a journal:

  1. Go to:Financial / Ledger / Journal.
  2. Open the properties of the journal.
  3. Go to the tab:Periods.
  4. Select the check box for the period to be blocked in Gbl..
  5. Click on: Finish.

Directly to

  1. Period table
  2. Add a period table
  3. Add years to the period table
  4. Delete years from the period table
  5. Block years in the period table (Financial)
  6. Unblock years in the period table
  7. Block a period in the period table
  8. Change financial year term (Financial)
  9. Add correction periods to the period table (Financial)
  10. Delete correction periods from the period table (Financial)
  11. Edit the financial period table
  12. Set the period table for each administration (Financial and Fixed assets)

Process

Configuration

Work area

app