Closing Books and Freezing Books

What happens when you Freeze a Period

After you have completed your Month/Year End Checklist 

Admin > Close Books > Freeze Period (In this example, Freezing the books for 12/31/2017) Select Continue


When Freezing the Period no Ledger Activity takes place.  However, only employees with the ability to effect a frozen period are able to create activity in that date range(see personnel access article) 
Run Trial Balance 
Notice the ledger accounts are still holding values. 

What happens when you Close a Period

After you have completed your Month/Year End Checklist 

Admin > Close Books > Close Period 

Select Continue 


Closing makes automatic postings to Retained Earnings. To see them, run the Reports > Accounting > Account Inquiry for the closing date.

This Report can be Export to a spreadsheet and Sort by Name/Descr to see all the entries:

Notice that these automatic entries simply zeroed the balances in the Sales, Purchases, and Expense accounts.

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