CNA L&P - Accounting Period: Your current Period and how to increment or close

How to determine which month is the current accounting month:

The upper right corner of your screen will display the current accounting month.


How to increment the current accounting month:

This Month End Processing Help Article or Chapter 12 of your User Guide gives excellent detail about Performing End-of-Period Processing. You may find the User Guide on the Ledger & Payables Dashboard.


Once you have completed the End-of-Period Processing and you are ready to close the period, go into Ledger and Payables, Process, the third and second items from the bottom are End of Month and End of Year. You may increment your period by selecting those options as appropriate. Note: When you are in the last period of your fiscal year, you will not close that month but instead select the option to close the year.

To increment to the next Month, simply go into End of Month. You will see the current month. When you click Submit, this will increment to the next month.

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