Which dates transactions can be booked to is determined by the Closed Date on the legal entity.  Setting this date will mean no transactions can be approved or edited with a date less than or equal to the Closed Date for any locations in that Legal Entity.  To set this date, do the following:

  1. Access the Legal Entities list under Accounting - Administration - Legal Entities in the left hand navigation pane
  2. Double click the row of the Legal Entity Record you wish to open
  3. On the Legal Entity Record, set the Closed Date using the date picker and then Save the Legal Entity Record
  4. Repeat this process for all Legal Entities on which you wish to set a closed date


closing-a-period-legal-entity-record