• It’s best to close each month and advance to the next period: This is helpful so that when you are posting, all entries are automatically posted to the current default posting period (if you close each month it would be the current period). This could save you time, you would only need to manually change the posting period if you need to post to a different month other than the current period.
• If you have audit errors when you do advance/Close the month you can move on without correcting: When you advance the period if you have audit errors you can still advance the period. You will want to get the errors resolved but it should not hold you up. You can call into support for assistance or use the Online chat to get a file fix ticket created and get a call back.
• Closing/Advancing the period each month: Its best if you are continuously advancing the period and correcting the errors as you go so that at the end of the year when you go to archive you don’t run into any last minutes errors. (you can close each month with errors but you can’t archive the fiscal year with them, they have to be corrected first).

We know it’s been busy and at times hard to get through, just want to remind you of the resources available to you other than calling into support, may help save with time.

• You can use the Online chat and speak with an analyst
• You can enter web tickets.
• You can use the Knowledgebase to search relevant content that may help with your issue.