Chapter 11 of 19

Accounting and fiscal periods

Review the trial balance, receivables, payables and chart of accounts. Use the export controls next to the relevant report when you need CSV, Excel or PDF. Debit/credit totals should reconci

Accounting — /accounting

Review the trial balance, receivables, payables and chart of accounts. Use the export controls next to the relevant report when you need CSV, Excel or PDF. Debit/credit totals should reconcile; inspect source transactions with your accountant if they do not.

Under Fiscal periods, select + New period, enter the label and date range, and save. Lock a period only after reconciliation and accountant approval. A locked period restricts supported posting actions; it is not a replacement for keeping backups and audit evidence. Review an unlock carefully before changing closed books.